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Financial Planning | Cashflow


Woven Advice & Intelliflo Office

Streamline financial advisory tasks through integrated client management, efficient workflows, and insightful analytics.
New Integration

Turn your Intelliflo Office into a powerful MI and data analytics tool.

Through our safe, easy to use and powerful integration, we'll aggregate, make sense of your data, and present it back to you in our well crafted dashboards.

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Data Due Diligence

Buying or selling a firm?

We've got you covered for all acquisition metrics and due diligence.

Give your business valuation a boost, with data quality reports and AUM analysis.

Your decisions, data-driven


Integrate your Intelliflo office account with Woven Advice to sort, cleanse and structure your firm's data.


Aggregate all your integrated data in one place to enhance your records and provide better advice.


Use your aggregated data to explore insights and recommendations to help you make better business decisions.

Automate your favourite reports.

Or use one of ours.

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Acquisition Due Diligence

Our platform provides on demand due diligence reports for your firm. Use them to proactively fix our data and negotiate better valuations for your business.

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Consumer Duty Reporting

Use our platform to generate automated board reports to help evidence your consumer duty requirements. Work towards best in class with our suggestions and guidance.

Think Woven Advice is the right tool for you?

Sign-up to learn more and be one of the first to try.