We've changed the face of financial planning software

Increases Conversions

Convert more prospects to clients than ever before!

Saves Time

Go from client On-boarding to complete financial plan in under 20 minutes.


Clients will actually understand their plan and want to take immediate action.

Delivers More Assets

InTELOSfp will differentiate you from the competition and help bring in more assets than ever before.

Convenient Dashboard

Track your annual goals, your firm’s goals, and benchmark yourself against the industry.


Clients onboard themselves in less than 5 minutes!

Automatic Calculations

Enter data once and inTELOSfp handles the rest! RMD calculations, Social Security, income tax brackets, monthly income, net worth, all done for you!


So easy to use that you’ll be creating your first plan within minutes!

Choose a white label version for an extra professional touch

Financial advisors can choose a white label option to make a more impactful presentation to their clients. It’s easy…just upload your logo and we’ll take care of the rest.

Financial planning software for advisors that’s easy to learn

Financial planning software for advisors that’s easy to learn

You and your clients will find every part of the site is intuitive. Simply move through each screen, following the prompts. You’ll also find some user-friendly tutorials to help you get started.

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