intelliflo

intelliflo is a global financial advice technology company dedicated to empowering financial advisors and their clients. They provide a comprehensive suite of solutions spanning the entire advisory lifecycle, including practice management, financial planning, portfolio management, digital advisory, and managed services. Their open architecture platform allows advisors to connect with over 100 integrations, offering flexibility and customization to meet specific business needs.

With a focus on innovation and user experience, intelliflo's solutions are designed to be seamless, intuitive, and efficient. Their technology aims to streamline workflows, improve client engagement, and ultimately enable advisors to focus on building strong relationships and delivering life-changing advice. intelliflo serves over 30,000 financial professionals worldwide, supporting over 3 million end-investors and managing over $1 trillion in assets under advice.

Intelliflo offers a global work environment that welcomes bold ideas and fresh perspectives. They encourage employees to bring their unique skills and perspectives to challenge the status quo. This fosters a culture that values individual growth, where employees can manage their own careers and take on tasks that stretch them. Additionally, Intelliflo promotes a healthy work-life balance by encouraging employees to build healthy lives away from work.

Intelliflo is a global leader in financial advice technology, dedicated to transforming the advisory experience for advisors, their clients, and their businesses. They provide a range of open architecture solutions that span the entire advisory lifecycle, from practice management and financial planning to portfolio management and digital advisory. Their goal is to empower advisors by providing them with the tools and technology they need to efficiently manage their businesses and deliver life-changing advice to their clients.

intelliflo promotes a culture of collaboration, trust, and transparency. They value teamwork and encourage their employees to share knowledge and build meaningful communities at work. They are driven by a commitment to personal growth, supporting employees to proactively manage their own careers, take on challenging tasks, and build healthy lives away from work. Their commitment to diversity, equality, and inclusion ensures a workforce that reflects the diversity of people and perspectives in society.

Intelliflo is committed to a diverse and inclusive workplace that reflects the variety of people and perspectives within society. They strive to create an environment where all employees feel valued, respected, and empowered, regardless of their race, religion, color, sex, sexual orientation, gender, sexual/gender identity, age, disability, pregnancy, national origin, military or veteran status, or any other characteristic protected by applicable law. They believe this diversity of thought and experience strengthens their business and allows them to better serve their clients and the wider financial advice industry.