Integrations

We work with top adviser tech solutions to build integrations that save advisers time when utilising our tools in conjunction with 3rd party solutions.

Intelliflo Office

As well as providing clients with easy online access to your services, intelliflo office lets you streamline the entire advice process, giving you more time to focus on your client relationships.

Xplan

Xplan is award-winning financial planning and wealth management software for the financial services industry.

CURO

Powerful, functionally rich software for financial planning businesses built on Microsoft Dynamics 365.

Praemium

Praemium is an international platform provider that focuses on delivering a wide range of in-house and third-party tax wrappers and investment solutions.

Salesforce

As well as providing clients with easy online access to your services, intelliflo office lets you streamline the entire advice process, giving you more time to focus on your client relationships.

Our long term strategy will lead to more provider integrations becoming available. If your solution is not on this list please speak with your rep and ask them to get in contact with us.

Interested in building an integration?

We have a full suite of APIs which allow 3rd party providers to integrate with our solutions. For further information please review our API documentation or contact us to discuss further.