Arbolus Intelligence

intelliflo

intelliflo.com · Londonderry County Borough, United Kingdom

Intelliflo provides cloud-based practice management, financial planning, and client portal software for financial advisers and wealth management firms, helping them manage client relationships, compliance, and back-office operations. Its platform integrates with third-party financial products and data providers to support advice workflows, portfolio management, and reporting. The company generates revenue through subscription and licensing fees for its software and related services.

  • Wealth & Investment Software
  • IT Consulting & Implementation
Listed in
Revenue
$180.0M
Employees
900
Founded
2004
Headquarters
Londonderry County Borough, United Kingdom

What 7 Arbolus experts think of intelliflo

NPS scores cluster between 5 and 9, suggesting a neutral to moderately positive perception. Renewal intent is split, with only a minority showing clear intent to renew versus others indicating uncertainty or negative signals. Most customers are in the MoreThan1Year implementation stage, but with one offboarding. Key feedback themes include reliable core functionality, broad adoption, and steady (but slow) development, with concerns over innovation pace and feature delivery. Overall Customer Sentiment: Neutral

Who reviewed intelliflo

Total customers 7 6 current · 1 former
Reviews growth +7 in six months
Seniority of respondents
  • C-Suite 100% (7)
Not specified C-Suite NPS 7 Will renew Submitted Feb 2026
Not specified C-Suite NPS 6 Undecided Submitted Jul 2026
Generalist Leader C-Suite NPS 6 Undecided Submitted May 2026

Employer names and spend open in the full report, along with the other 4 customers.

Everything 7 customers told us about intelliflo.

Employer names, spend, renewal intent and every written answer behind the numbers on this page.

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Sentiment

-42 Net Promoter Score, from 7 scored reviews
  • Promoters 1
  • Passives 2
  • Detractors 4

Cumulative NPS by month

+1 over 4 months
  • Feb 6
  • Mar 7
  • May 7
  • Jul 7

Net Promoter Score across 3 reviews, accumulated up to each month. Category median -5 across 3 companies.

Praised

  • Active Community and Support
  • Core Reliability
  • Widespread Industry Adoption
  • AI Feature Expansion

Criticised

  • Competing AI-Native Solutions
  • Slow Feature Delivery Driving Churn
  • Data Migration Pain
  • Vendor Lock-In and Data Migration Risk

What customers say

Active Community and Support
“The support is good, and there is a community where you can find different ways of doing things.”
Core Reliability
“It works and is relatively easy to use, which provides a good foundation for our operations.”
Widespread Industry Adoption
“It’s very widely used, and when hiring new people, they're usually proficient with it, which makes onboarding much easier.”

Renewal intent

Plan to renew 33%
  • Will renew 2
  • Undecided 2
  • Not renewing 2

Plan to renew, by seniority

  • C-Suite 33% 6 answers
  • 7.5/10 Average score from customers who will renew
  • 6/10 Average score from undecided customers
  • 5.5/10 Average score from customers not renewing

Top alternatives

Most weighed by intelliflo customers

Report

Customer Report - Sep 2026 Sep 2026 7 + 0

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