Intelliflo, Plannr, Salesforce Financial Services Cloud and HubSpot (for lead-gen) dominate UK adviser stacks. Pick based on back-office integration, not marketing features.
Leading options
- Intelliflo: back-office + CRM, dominant with networks - Plannr: modern UX, growing with chartered planners - Salesforce FSC: enterprise, heavy config - HubSpot: best marketing/CRM for inbound lead-gen, used alongside back-office
Integration test
Can it pass consultation-booked and fee-signed events back to Meta/Google? If not, bolt on a middle layer (Zapier, n8n, Make).