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

Latest client wins


Read details of the latest firms who have made the decision to switch to Intelligent Office

Latest feature


Alan Moran explains why he made the important decision to switch to
Intelligent Office

Press releases, whitepapers, research and blogs

press-release1 Read our latest press releases
sunset-clause Download our paper 'The sunset clause - A new dawn for advisers'
PFP2-Infographic-small-1 Read our Chief Technical Officer, Akeel Ahmed's blog on his initial observations of PFP

Keep up to date with social media


Advisers urged to conduct ‘Daily Mail’ test for tweets
FT Adviser - 28/09/2015
The Financial Services Forum has urged advisers to carry out a ‘Daily Mail’ test with tweets and other types of social media, where they should consider how they would feel if their tweet or blog landed on the front page of the national newspaper.
Read more

Intelliflo delivers increased time efficiencies through link with Virtual Cabinet
Finanical IT (Web) - 21/09/2015
Intelliflo, the leading provider of web-based business management software to over 1,450 firms has partnered with Lindenhouse Software’s leading document management solution Virtual Cabinet to deliver increased efficiencies for clients.
Read more

Advisers risk falling foul of FCA social media rules
Finanical Reporter - 15/09/2015
While UK advisers are finding social media channels increasingly useful for attracting new clients, the majority are yet to have formal written policies in place for employees, according to an Intelliflo survey.
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
  • distribution-technology
  • 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
  • s2ds
  • 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