Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Intelliflo

Intelliflo has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based practice management software, Intelligent Office, is the most widely used by new UK financial advisers* and helps financial businesses large and small to improve efficiency and increase profits. Intelligent Office supports over 2,300 firms and over 21,250 users with assets under advice of £379 billion (as at 1 July 2018). Intelliflo was named Best Technology Provider 2017 and 2018 at the Professional Adviser Awards and Best Back Office System 2017 and 2018 by Professional Paraplanner magazine. ISO27001 accreditation assures advisers that their data is safeguarded within a high quality security management framework.

Intelliflo
  • Onboarding services
  • Customer success team
  • The Intelliflo Academy
  • iO Insight
  • Intelligent Office
Intelliflo

Companies that integrate with Intelliflo

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

FinaMetrica
Finametrica
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Intelliflo

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.