IntelliFlo

Purchased confirmed after reportedly coming out on top in a bidding war race

Private equity group Carlyle secures ownership of Intelliflo

More than two-fifths are now using AI, Intelliflo has found

Advisers more than doubled number of clients onboarded each week

Dynamic Planner’s Rowan Whittington and M&G’s Chris Hudson urge advisers to prioritise integration

Launched at Intelliflo Innovate 2025

Bridging the advice gap(s)

Launches CRM integration for advisers

All the parts of the chain must work together seamlessly

‘Understanding clients should be natural to any client-focused adviser’