Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Enterprise
- Mid-Size
- Small
Product Description
Product Positioning
Advice and practice management software for financial advisers spanning client management and workflows.
Description
intelliflo office provides cloud-based advice and practice management software for financial advisers, combining client management, planning workflows, and business administration to improve efficiency across the advice journey.
Integrations
intelliflo office has 4 integrations in our directory
Search below to find what you're looking for
- AdvisorStream Level 3
- MyNameFlow Level 3
- RiskPro Advisor Level 3
- Schwab Advisor Center Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
None
Public APIs
No
