Intelliflo provides web-based software for the UK financial services industry

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See how Intelligent Office helped Alexander House Financial Services


One of the main reasons for moving to Intelliflo was their track record of always improving Intelligent Office. They never stand still and have proven themselves to be a forward thinking organisation.
Abbie Buss, Operations Manager, Grosvenor Wealth Management

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New clients wins

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ROI calculator white paper

ROI white paper - the business case for a practice management tool

Read Hobson & Company’s independent assessment on how Intelligent Office addressed client challenges across a number of firms to deliver a quick and compelling ROI.


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Technology - The beating heart of a successful business

Technology: The beating heart of a successful business

This white paper examines the growing role the technology eco-system has to play in enabling you to run and grow your businesses profitably.

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The rise of the humans starts here…

A few months ago, researchers at Harvard University, announced the results of an incredible project...Read more

Mind the Gap

Your clients are under attack. At least, if they fall into the ‘Baby Boomer’ category (age 50-70)...Read more

Is technology removing the need for face-to-face local advice?

Meetings are hugely important in any business operation. For a start, they allow teams to...Read more

Our clients and partners trust us

Intelliflo helps power businesses right across the financial sector.

  • aegon
  • alexander-house
  • almary-green
  • ascentric
  • assureweb
  • axa
  • bellpenny
  • birchwood
  • bradbury-hamilton
  • brighton-williams
  • brooks
  • canada-life
  • clayton-holmes-naisbitt
  • cofunds
  • compliance-first
  • evalue
  • evaluefe
  • fdata
  • fidelity
  • foster-denovo
  • francis-clark
  • gbgroup
  • informed-training
  • infiniti-financial
  • ipipeline
  • jones-sheridan
  • lighthouse-group
  • lj-financial
  • magnetic north
  • margetts
  • mortgage-brain
  • novia
  • nucleus
  • old-mututal
  • parmenion
  • prudential
  • raymond-james
  • rsa
  • sanlam
  • scottish-provident
  • scottish-widows
  • sense-network
  • seven
  • standard-life
  • sifa
  • simplybiz
  • skipton
  • tait-walker
  • thesis
  • threesixty
  • transact
  • voyant
  • zurich
Learn how Intelligent Office can help you