Intelliflo Connect is an online community platform that integrates with Intelliflo Office. It enables advisors to learn, interact, and manage cases in real-time, enhancing the overall advisory experience for both advisors and their clients.

Intelliflo Office is a comprehensive financial software designed for advisors. It streamlines the advice process, enhances client relationships, and adapts to the needs of over 2,500 advisory firms, ensuring efficient and effective service delivery.

The Intelliflo Store allows advisors to browse and purchase partner apps, enhancing business processes and client experiences. It transforms the advisory experience by filling process gaps and delivering improved service.

Intelliflo Office’s cashflow modeling capabilities allow advisors to build, stress-test, and adapt client plans effortlessly. This tool visually engages clients, instills confidence in their financial decisions, and enhances the overall advisory experience.

Wealthlink is an intelligent platform integration within Intelliflo Office, designed to streamline investment management. It eliminates rekeying, reduces administrative time, and enhances efficiency by allowing advisors to manage client portfolios directly from the platform.