Intelliflo Saves 65% on Infrastructure with .NET Modernization on AWS

About Intelliflo

Intelliflo, a leading financial technology company, equips over 30,000 financial advisors worldwide with innovative solutions to streamline their work and elevate client experiences. The Intelliflo platform simplifies the digital landscape, enabling advisors to deliver exceptional financial advice with ease. 

Since March 2021, Intelliflo has focused on transforming the advisory process through flexible, cutting-edge technology that supports every stage of financial planning.

Problem

1. Legacy Application Limitations

Intelliflo’s 19-year-old monolithic application built on .NET Framework 4.7.2 had become increasingly difficult to maintain, scale, and evolve — both technically and organizationally. This legacy architecture slowed down innovation, made refactoring costly, and limited the company’s ability to adopt new technologies.

2. Escalating Infrastructure Costs

Running over 60 Windows Server 2022 EC2 instances on AWS EKS resulted in high compute and licensing expenses. As the customer base expanded, infrastructure costs rose disproportionately, creating inefficiency and budget pressure.

3. Talent Acquisition and Retention Challenges

Recruiting engineers interested in maintaining outdated .NET Framework code was a growing challenge. The aging stack reduced developer motivation and created long-term sustainability risks.

4. Scalability and Performance Constraints

With 600+ controllers in a tightly coupled monolithic ASP.NET MVC structure, scaling the platform required spinning up more Windows servers — an expensive and inefficient approach.

5. Integration Friction with Modern Cloud Services

Connecting the legacy application with modern APIs, CI/CD tools, and AWS-native services demanded complex workarounds, delaying feature releases and limiting innovation velocity.