Download Our App
Available on iOS & Android
Interface Financial Planning
Your financial life, in your pocket. Access your investments, use powerful calculators, and stay informed with guides, videos and articles – all in one place.
Existing clients can securely view their portfolio and assets through our Intelliflo integration. Everyone can access our suite of financial calculators and educational resources.
Everything You Need
Powerful features to help you manage and understand your finances
Intelliflo Integration
Securely view your investments, assets, and portfolio performance in real-time. Available for existing clients.
Financial Calculators
Plan for the future with our suite of calculators covering mortgages, savings, retirement and more.
Guides & Resources
Access comprehensive guides on financial planning topics to help you make informed decisions.
Video Library
Watch educational videos explaining complex financial concepts in simple, understandable terms.
Blog & Articles
Stay up to date with the latest financial news, insights and tips from our expert team.
Secure & Private
Bank-level security ensures your financial data is always protected and private.
Screenshots
See It In Action
A glimpse of what you’ll find inside the app
For Everyone
You don’t need to be an existing client to benefit from our app. Access our full library of calculators, guides, videos and articles completely free.
- Mortgage repayment calculator
- Retirement planning tools
- Savings goal calculators
- Educational video library
- Expert financial guides
For Clients
Existing clients get additional access to their personal financial dashboard powered by Intelliflo, providing a complete view of their financial life.
- Real-time portfolio valuation
- Investment performance tracking
- Asset allocation overview
- Secure document access
- Direct adviser communication
