Intelliflo Office logo

Intelliflo Office

Financial Services
active

Intelliflo Office is a cloud-based software designed to streamline financial advisory operations, offering tools for client management, compliance, and reporting.

London, United Kingdom

Community Ratings

Active Users
Former Users
Overall Rating
4.4
(2 ratings)
Active: 2Former: 0
Features
4.0
(2 ratings)
Active: 2Former: 0
Reliability
3.9
(2 ratings)
Active: 2Former: 0
Performance
4.0
(2 ratings)
Active: 2Former: 0
Security
4.0
(2 ratings)
Active: 2Former: 0
Value for Money
4.4
(2 ratings)
Active: 2Former: 0
Customer Service
3.8
(2 ratings)
Active: 2Former: 0
Ease of Use
4.2
(2 ratings)
Active: 2Former: 0
Integrations
4.0
(2 ratings)
Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0

About Intelliflo Office

Intelliflo Office is a cloud-based software designed to streamline financial advisory operations, offering tools for client management, compliance, and reporting.

Pricing

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This vendor doesn't list public pricing information.

Contact for Pricing

Categories

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Industry Focus

Financial Technology

Key Features

Client management
compliance tracking
reporting tools
integration capabilities
document management

Pros

Comprehensive features
user-friendly interface
strong compliance tools

Cons

Limited customization
occasional performance issues

Integrations

Redtail logo
BNY Mellon | Pershing logo
Flyer Financial Technologies logo
Capital Preferences logo
Compliancemax logo
MyRIACompliance (RIA in a Box) logo

Key Competitors