Wealth Analytica plugs into the two systems most UK IFA firms already run: Intelliflo Office for client and holdings data, and Morningstar for the fund and equity universe. Both are live, both are bi-directional where the underlying APIs allow it, and both feed every stage of the pipeline without a paraplanner ever opening a CSV.
Most IFA tech stacks have an integration story that breaks down on contact with a real client record. The pitch sounds clean: "we integrate with Intelliflo" usually means "you can export a CSV from Intelliflo and import it into us, then re-export". That's not integration; that's reconciliation. We've built ours to behave the way the marketing usually promises.
Two-way OAuth with Intelliflo means a client added in either system surfaces in the other within minutes. Holdings update overnight. Activity events propagate. The Morningstar feed lands at the analytics engine continuously — no daily refresh job, no "we'll re-pull at quarter-end". When something moves in the real world, it moves on your screen the same day.
Intelliflo Office
Two-way OAuth sync with your existing Intelliflo Office instance. Client records, holdings and activity flow both ways. No CSV export, no end-of-week reconcile.
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Morningstar
Live data feed across 350,000+ assets. Funds, OEICs, investment trusts, ETFs and single equities across 70 exchanges. Refreshes intraday on prices, end of day on fund analytics.
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Why these two, and not twenty
The default IFA tech-stack pitch is "we integrate with thirty providers". The reality is most of those integrations are shallow — a CSV import, a one-way data drop, a developer doc that hasn't been updated since 2022. We've put the work into two integrations that matter and made them deep. Intelliflo covers most of the mid-market CRM share. Morningstar covers the data feed. Get those two right and the rest of the stack stops fighting itself.
Not on Intelliflo?
Firms running Iress Xplan, Time4Advice, Plannr or a self-built CRM still get the rest of the platform. The Intelliflo sync is the deepest, but the platform doesn't depend on it. You can run Wealth Analytica as a standalone lead-to-proposal pipeline, importing client data via CSV or our REST endpoints, with the same Morningstar feed and the same suitability narrative. Plannr and Iress integrations are on the roadmap; we'll flag dates here when they're firm.
Connect your Intelliflo in 20 minutes
A trial seat, your Intelliflo OAuth granted into the sandbox, and you'll see your real client list appear in the platform inside the first call.
Last reviewed: 15 May 2026 · Author: Michael Fasosin · Editor: Anthony Marris · See our editorial policy for our sourcing and review standards.