Intelliflo dominates network-backed advisers; Plannr suits modern chartered planners with better UX. Pick based on back-office integration and adviser workflow.
Choose Intelliflo if you sit within a network or have deep integration needs with providers. Choose Plannr if modern UX, adviser productivity and fast onboarding matter more than legacy integrations. Both are improving rapidly; re-evaluate annually.
The established choice, particularly for network-backed firms. Deep integrations, mature back-office hooks, but UX can feel legacy.
Modern, UK-chartered-planner-friendly, better mobile and adviser experience. Integrations catching up.
Both support Zapier / Make middleware for offline-conversion exports back to Meta and Google. Neither is natively Meta CAPI or Google OCI; middleware is standard.
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