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 is award-winning financial planning and wealth management software for the financial services industry.
Powerful, functionally rich software for financial planning businesses built on Microsoft Dynamics 365.
Praemium is an international platform provider that focuses on delivering a wide range of in-house and third-party tax wrappers and investment solutions.
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.
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.
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