Intelliflo

Intelliflo is unique in the market in that it provides a true end-to-end solution for financial advisory services. In 2021 it fully integrated several companies that it had acquired under the intelliflo brand, allowing it to provide a single unified platform that covers a spectrum of services from financial planning, digital accounts and reporting, to name just a few. This has led to its adoption by over 30,000 professionals managing more than 3 million investors collectively, and over $1 trillion in assets advised across its platform.

Intelliflo is continuing to develop its product, forming partnerships such as its recent collaboration with Mintago which will allow its customers to use Mintago's Pension Hunting Platform, a useful perk as around £20 billion of pensions are unclaimed in the UK. As financial services increasing adopt digital ways of work, intelliflo is in an excellent position to extend its lead in the market.