intelliflo portfolio Reviews & Pricing 2026

Comprehensively Simple.

intelliflo portfolio is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more. We continue to innovate based on our customer needs. It is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions.

Industries

Investment-management

Licensing & Deployment

Open Source
Cloud Hosted
Windows
Mac
Linux

Support

Email
Phone
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
Video Guides
Blogs

Media

intelliflo portfolio Core Features

Focus of Stock Portfolio Management Feature

Billing & Invoicing
Client Management
Multi-Currency Support
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Stock Alerts
Tax Management
Technical Analysis
Watchlists

intelliflo portfolio Pricing

Pricing Type

Contact Vendor

Preferred Currency

USD ($)

Free Version

Payment Frequency

Quote Based

Vendor pricing page

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