Enhancing Financial Advisor Capabilities with Invessed and Intelliflo Integration

Integrating Invessed with Intelliflo brings a range of benefits to financial advisors. By combining the powerful features of both platforms, advisors can leverage Invessed's advanced investment management capabilities and Intelliflo's comprehensive financial advice platform. This integration enables advisors to seamlessly access and manage client portfolios, track investments, and provide personalised financial advice more efficiently. The integration also enhances data accuracy and reduces manual data entry, saving time and reducing the risk of errors. Overall, the Invessed and Intelliflo integration empowers financial advisors to deliver a superior client experience and drive growth in the wealth management industry.

What is Invessed?

Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.

What is Intelliflo?

Intelliflo is a Software as a Service (SaaS) platform that provides advisors and wealth management firms with access to financial advice. Intelliflo's technology helps streamline operations by managing workflows, addressing consumer and regulatory requirements, and facilitating the entire advice process to promote growth in the financial services industry.

Why integrate Invessed with Intelliflo?

  Invessed Intelliflo
Experience Multi-channel experience Seamless CRM integration
Cost Fair and transparent prices Flexible, to requirements
Hosting Fully-managed SaaS Fully-managed SaaS
Support Invessed SLA Intelliflo SLA
24/7 Support
Community forum
USP Wealth Engagement Platform Advisory Platform

Tried-and-trusted technology stack

.NET Core

.NET, developed by Microsoft, is an open-source cross-platform framework for building apps and integrations for web, mobile, and other platforms.

Azure Cloud

Microsoft's Azure Cloud platform offers unmatched power, scalability, and security, providing cost-effective hosting and access to AI capabilities.


DevOps combines software development and IT operations to shorten the systems development life cycle and ensure continuous delivery.

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