Intelliflo
Financial advice software for UK and Australian financial advisers (IFAs), covering advice, client and investment workflows
Highlights
- Hiring4 open roles
- New on EvolcAdded 2026-10-28
- Remote-friendly2 of 4 open roles remote or hybrid
About Intelliflo
intelliflo builds intelliflo office, a financial advice platform with practice management, CRM, cashflow modelling, client portal, document management, valuations, income and fee management, and AI planning tools. Its wealthlink product lets advisers action and manage client investment plans directly from intelliflo office. The company also offers an intelliflo store with more than 140 integrations.
Its customers are financial advice firms in the UK and Australia. The company states that it supports over 29,000 advice professionals, represents around £505 billion in assets under advice and serves more than 2.2 million end investors. intelliflo is owned by the investment firm Carlyle.
The company was founded in 2004 and is headquartered in London, with offices in the UK, Australia and India. In October 2026 it announced the acquisition of Mabel Insights. Current job openings include a marketing manager and business development roles based in Australia.
Product: intelliflo office, an advice platform with CRM, cashflow modelling, client portal and document management; wealthlink for investment management.
Jobs at Intelliflo (4)
Intelliflo is hiring for 4 roles in sales, legal and marketing. 2 are remote.
Strategic Business Development Specialist (Australia)
New on EvolcRemote-friendlyGraduate Business Development Specialist (Australia)
New on EvolcRemote-friendlyBusiness Resilience & Risk Manager
New on EvolcRemote-friendlyMarketing Manager Australia – Fixed Term until July 2027
New on EvolcRemote-friendly
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Website technologies
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