--- title: Intelliflo Integration description: Integrate your Intelliflo account to Woven Advice to power insightful and detailed intelligence about your firm. image: https://wovenadvice.com/hubfs/Integrations.png --- [Skip to content](https://wovenadvice.com/intelliflo-integration#main-content) - ``` 🔄 Checkout Woven's new CIP and investment switching tool- click to learn more ```   - ``` 🔄 Checkout Woven's new CIP and investment switching tool- click to learn more ```   [![Woven-Advice-Primary-Logo-White-text-623x180](https://wovenadvice.com/hs-fs/hubfs/Woven-Advice-Primary-Logo-White-text-623x180.png?width=220&height=64&name=Woven-Advice-Primary-Logo-White-text-623x180.png)](https://wovenadvice.com?hsLang=en) - Solutions Show submenu for Solutions - [Woven Analytics](https://wovenadvice.com/analytics) - [Woven Switch](https://wovenadvice.com/switch) - [Woven CIP Switch](https://wovenadvice.com/investment-switch) - [Acquisitions](https://wovenadvice.com/woven-acquire) - [Insights](https://wovenadvice.com/insights) Show submenu for Insights - [Market Map](https://wovenadvice.com/market-map) - [Blog Insights](https://wovenadvice.com/insights) - [Press](https://wovenadvice.com/woven-in-the-press) - [About](https://wovenadvice.com/about) Show submenu for About - [About](https://wovenadvice.com/about) - [Careers](https://wovenadvice.com/woven-careers) - [Login](https://app.wovenadvice.com/login) Open main navigation Close main navigation - Solutions Show submenu for Solutions - [Woven Analytics](https://wovenadvice.com/analytics) - [Woven Switch](https://wovenadvice.com/switch) - [Woven CIP Switch](https://wovenadvice.com/investment-switch) - [Acquisitions](https://wovenadvice.com/woven-acquire) - [Insights](https://wovenadvice.com/insights) Show submenu for Insights - [Market Map](https://wovenadvice.com/market-map) - [Blog Insights](https://wovenadvice.com/insights) - [Press](https://wovenadvice.com/woven-in-the-press) - [About](https://wovenadvice.com/about) Show submenu for About - [About](https://wovenadvice.com/about) - [Careers](https://wovenadvice.com/woven-careers) - [Login](https://app.wovenadvice.com/login) - [Sign-up](https://wovenadvice.com/signup) [Sign-up](https://wovenadvice.com/signup?hsLang=en) Financial Planning | Cashflow ![iO1](https://wovenadvice.com/hs-fs/hubfs/iO1.png?width=625&height=210&name=iO1.png) ## 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. [Learn more](https://wovenadvice.com/signup?hsLang=en) ![undraw_data_points_re_vkpq (2)](https://wovenadvice.com/hubfs/undraw_data_points_re_vkpq%20(2).png) ![undraw_business_decisions_re_84ag](https://wovenadvice.com/hubfs/undraw_business_decisions_re_84ag.png) **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. [Learn more](https://wovenadvice.com/woven-acquire?hsLang=en) ### **Your decisions, data-driven** ### Integrate. Integrate your Intelliflo office account with Woven Advice to sort, cleanse and structure your firm's data. ### Aggregate. Aggregate all your integrated data in one place to enhance your records and provide better advice.         ### Analyse. 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. ![Group 161-1](https://wovenadvice.com/hubfs/Group%20161-1.png) ### 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. [Learn more](https://wovenadvice.com/woven-acquire?hsLang=en) ![Frame 21-1](https://wovenadvice.com/hubfs/Frame%2021-1.png) ### 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. [Learn more](https://wovenadvice.com/analytics?hsLang=en) ## **Think Woven Advice is the right tool for you?** ##### Sign-up to learn more and be one of the first to try. 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