intelliflo

The decision to become self-licensed marked a new chapter for JEM Wealth and an opportunity to build the right tech foundation to support their growth. With a growing team and expanding footprint, Jem Wealth needed a system that could centralise admin and deliver a consistent client experience with the same high standards every time. intelliflo provided the scalable backbone to support their growth, along with tools for collaboration, process visibility, and richer client engagement. 👉 Read the full customer success story here: https://okt.to/OxDQKC

🔍 How is behavioural science redefining investor suitability and retirement planning? 📊 From assessing financial personality across 20 dimensions to tackling psychological barriers like spending reluctance and decision paralysis, discover how Oxford Risk’s tools offer a more human-centric approach to financial advice, in our latest intelliflo interacts vodcast. Whether you're a financial adviser using intelliflo office or simply curious about the future of behavioural finance, this episode, featuring Dr Greg Davies of Oxford Risk and Rion Barker of intelliflo, delivers practical insights and innovative strategies to elevate client engagement. 🎥 Watch the full episode: https://okt.to/dgxo49 #FinancialAdvice #FinTech #ClientEngagement #RetirementPlanning #IntellifloInteracts

We had a fantastic morning in Manchester yesterday, hosting our customers for the second of our wealthlink breakfast events. ☕ It was a great opportunity to showcase wealthlink, our intelligent integration between intelliflo office and SS&C Hubwise. This powerful solution enables financial advisers to recommend, implement, and service client investments seamlessly. Plus, now you can generate illustrations and directly open accounts. All within intelliflo office. 🙌 Thank you to everyone who joined us! We look forward to welcoming our customers to more events across the UK. Our next wealthlink breakfast will take place in London, stay tuned for updates. Nick Barnes Wai-Jon Chan Christopher Calvocoressi Darren Bayley James Woodman Jane Howarth Alan Easter

📣 New tech drop from intelliflo! We’re excited to unveil the latest integrated apps now live in the UK intelliflo store, each one built to streamline workflows, boost productivity, and power up your advice tech stack. ✨ Here’s what’s new: ✅ LV= Platform Services: Bulk valuations now available for LV= Platform Services, including LV= Pension Portfolio, LV= ISA Portfolio, and LV= General Investment Account. ✅ SmartSearch: an all-in-one AML, KYC, and fraud prevention platform, delivering JMLSG-compliant verification for individuals and businesses globally. ✅ intelliflo data sharing: Built with Snowflake, connect intelliflo office to your favourite dashboard tools for next-level reporting and insights. ✅ intelliflo video powered by Money Alive: Deliver engaging, educational video content to clients in an interactive, compliant, and scalable way. ✅ intelliflo zerokey: No more manual data entry. Transfer client data instantly and securely, now available with Aberdeen. Whether you're optimising your current stack or exploring new tech, these tools are designed to help you work smarter, not harder. Explore the store now and see what’s possible. 🎉

🚀 A step-change in data management is here. intelliflo data sharing is now live. Built with Snowflake and available to all UK customers, it delivers enterprise-grade access to data held in intelliflo office. 📊 Whether you use Power BI, Tableau, or proprietary tools, your data connects seamlessly to your preferred dashboard ✅ No more downloading, manipulating, or re-uploading reports ✅ Secure, real-time access for smarter decision-making  ✅ Run SQL queries or access data in bulk via APIs See it in action 👇

We’re excited to welcome Profile Creator to the intelliflo store Australia! 🚀 Seamlessly integrated with intelliflo office, Profile Creator is a dedicated, Australian-built #digitalfactfind that transforms the client onboarding experience. ✅Clients can complete their fact find themselves at home, or alongside their adviser during onboarding meetings ✅Built with a logical flow aligned to Australian fact find expectations ✅Fully integrated with intelliflo APIs to minimise double data entry and streamline the adviser workflow Discover more about intelliflo's ever-growing suite of functionality ➡️ https://okt.to/t0Xm9x Wirth IT Consulting

So you’ve got all your data in one system. Now what? In our new data podcast series with Ensombl, Stu Alsop shares how advice practices are using data visualisation tools like intelliflo’s BI dashboards to move from gut feel to data-backed decisions. From tracking revenue trends to identifying missing client details, dashboards help surface what’s already there, turning buried data into insights you can act on. Because as Stu puts it: “What gets measured gets improved.” 🎧 Listen to the full episode now: https://okt.to/8vsdRI

We had an incredible time at Schroders’ UK Platform Awards last night! Huge thanks to Schroders for hosting such a fantastic celebration of innovation, collaboration, and progress in financial services. 🌟 A special shoutout to our partner SS&C Hubwise for winning Leading Digital Platform, a well-deserved recognition! It’s an honour to collaborate with you and a testament to the value wealthlink brings to the financial advice space. Here’s to more bold ideas, smart partnerships, and unforgettable nights like this. 🎉 #Fintech #FinancialAdvice #Innovation #SSCHubwise #wealthlink

📊 Is your firm’s tech stack supporting or slowing down your client journey? Lian Brown of One Four Nine Group shares why a good system integration is essential to delivering a seamless, high-quality client experience. 🎥 Watch episode 2, part 2 of our latest vodcast to learn how better data and smarter system integrations drive better outcomes: https://okt.to/JIrFH0

🔄 Servicing existing investment accounts just got a whole lot easier. With wealthlink, you can now manage your clients’ SS&C Hubwise portfolios directly from intelliflo office: no more logging into separate platforms or rekeying data. Here’s how it helps you: ✅ Review and update portfolios in minutes ✅ Amend fees, top up accounts, switch investments, and more, all in one go ✅ Execute actions in real-time, with automatic updates across client records ✅ Save time, reduce admin, and improve outcomes It’s fast, seamless, and built to make opening, managing and servicing client investments as efficient as possible. Learn more about wealthlink 👉 https://okt.to/GWCJlT