Intelliflo Integration

6B are trusted partners for firms integrating with Intelliflo’s widely used financial advice technology. We support connectivity with Intelliflo Office, Client Portal, back-office processes, suitability and reporting modules, and external product providers. From initial discovery and architecture through to development, deployment, and long-term optimisation, we provide integration solutions that are secure, scalable, and aligned with regulatory requirements.

As a specialist financial technology partner, we help advice firms, platforms, and fintechs unlock greater value from Intelliflo by connecting modern digital tools, back-office systems, and advisory processes through seamless data exchange.

Understanding Intelliflo Integration

Intelliflo is one of the UK’s leading financial advice and wealth management platforms, used by financial advisers, wealth managers, and financial planning firms to deliver integrated, compliant advice journeys. Intelliflo Office centralises core advisory workflows — including onboarding, fact-finding, financial planning, risk profiling, valuations, suitability assessments, reporting, and compliance — within a single, cloud-based environment.

Integration with Intelliflo is enabled through a suite of APIs, web services, and secure data exchange capabilities. These interfaces allow external systems to access client data, valuations, documents, tasks, plans, recommendations, and provider information. Intelliflo’s robust security model, including role-based access and audit logging, makes it suitable for regulated advice processes. Through these capabilities, financial planning tools, CRMs, onboarding solutions, cashflow modelling platforms, product providers, and client-facing digital experiences can all integrate with Intelliflo to improve efficiency and consistency across the advice lifecycle.

Our Intelliflo Integration Process

At 6B, we follow a structured integration process that aligns your technical, operational, and compliance requirements from the outset. We begin with a detailed discovery phase, collaborating with your advisers, operations teams, and compliance stakeholders to identify the workflows your integration must support — such as client onboarding, valuations, suitability reporting, file uploads, document synchronisation, or task automation. We map these requirements to Intelliflo’s available APIs and data services to identify the optimal integration pathway.

Once the requirements are defined, our architects design a secure and scalable integration solution tailored to your infrastructure and regulatory obligations. We factor in data modelling, authentication, encryption, auditability, workflow routing, and performance requirements to ensure the integration can withstand high volumes and meet FCA and Consumer Duty standards. Depending on your needs, the integration may utilise real-time API calls, scheduled data synchronisation, or hybrid interactions that combine batch and event-driven processes.

Development is delivered using Intelliflo test environments and 6B’s reusable integration components, ensuring consistent quality and efficient delivery. We implement resilient authentication modules, data validation rules, transformation logic, and exception handling to ensure safe, predictable data movement. Each solution undergoes extensive testing — including functional, performance, security, and regulatory checks — to ensure your integration performs reliably in live advisory and operational environments. After deployment, we support go-live, monitoring, optimisation, and long-term enhancements as your processes or Intelliflo’s APIs evolve.

Benefits of Intelliflo Integration

Integrating external systems with Intelliflo delivers considerable operational improvements for advisers, administrators, compliance teams, and clients. Automating data exchange reduces manual input, minimises errors, and accelerates key advisory tasks such as onboarding, valuations retrieval, suitability preparation, and reporting. Real-time visibility of client and financial data supports more informed advice, increases productivity, and enhances the responsiveness of both advisers and operational teams.

Digital experiences benefit significantly as integrated tools enable smoother, more personalised client journeys across portals, apps, and communication channels. From a compliance standpoint, integration enhances auditability and supports consistent data structures aligned with FCA, MiFID II, AML, and Consumer Duty requirements. As Intelliflo evolves and adds new capabilities, integrated systems can scale with it — enabling firms to expand product offerings, optimise processes, and introduce new advisory models without operational disruption.