Powerful intelliflo integration saves advisers hours with Flagstone
The Flagstone-intelliflo integration helps advisers like Max Dalziel save time, streamline workflows, and give clients better returns through easy access to high-interest, FSCS-protected accounts.
This article is not advice. It is provided for information purposes and should not be treated as a recommendation. Advisers remain responsible for the advice they provide to their clients.

In conversation with Max Dalziel, Financial Adviser & Director at Beach Independent Financial Advisors
Max Dalziel joined Beach Independent Financial Advisors in 2016. He works with Corporate and Personal clients across pensions and investments, protection planning, and achieving ambitious financial goals.
We sat down with Max to discuss the recent Flagstone integration with intelliflo and how this has transformed his ability to grow his clients’ wealth.
How has the Flagstone-intelliflo integration helped your business?
The Flagstone–intelliflo integration has streamlined our internal processes, removing the need for double data entry and manual reconciliations.
Gaining access to Flagstone directly within Intelliflo means our advisers and admin team can work in one system rather than juggling multiple platforms.
That means more time to focus on building client relationships, which is where we can offer the most value as advisers.
How much time has it saved you?
In measurable terms, it has saved our team several hours per week, particularly in client onboarding and reporting.
This efficiency lets us spend more time focusing on client outcomes, improving results and reinforcing client trust.
What value does Flagstone bring to your clients?
Giving my clients access to a wide range of deposit accounts and providers in one place helps them achieve better returns on their cash.
With the security of FSCS protection across a portfolio of accounts, my clients can confidently see cash as an asset. This allows them to grow their wealth with an asset class that’s often overlooked.
How has the Flagstone-intelliflo integration benefited your clients?
Cash holdings are now easier for us to track, report, and incorporate into wider financial plans.
It means my clients’ portfolios reflect a more accurate picture of their total wealth. This increases trust and allows us to communicate a clearer picture of their financial health.
How intuitive do you find the system?
The integrated workflow is easy to navigate. Accessing Flagstone within the familiar Intelliflo environment makes adoption straightforward for the whole team.
This is because you’re not learning a whole new system. You’re using a service you’re already familiar with to get better results for your clients.
Transforming client wealth and saving time
Advisers like are finding that the right tools can help them focus on the changes that matter for their clients.
By using systems that are intuitive, familiar, and scalable, it’s clear that the opportunity to grow client cash has never been greater.
Advisers that can present a holistic view of client health are in an excellent position to build loyalty, even in unpredictable times.
Join Flagstone to grow your clients’ cash reserves
With Flagstone, your clients can build a cash portfolio of high-interest savings accounts with rates that often beat the high street.
Whether you have Corporate or Personal clients, or a mixture of both, Flagstone gives access to hundreds of FSCS protected accounts.
All in one place, with one password.