Intelliflo provides web-based software for the UK financial services industry
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Take a look at our video about how we can transform your business

See how Intelligent Office helped Alexander House Financial Services

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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

Latest Client wins

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Aspira Corporate
Solutions Limited

Aspira (www.aspirafp.co.uk) founded in 2003 and headquartered near Bristol, provides financial planning services to businesses and individuals throughout the UK with over £300 million in funds under management as of 1 February 2015.

Latest news, whitepapers, research and blogs

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The sunset clause and the new dawn for financial advisers

As advisers are all too aware, on 6th April 2016 all trail commission will be switched off for platforms and corporate pensions. Read our latest paper on the dawn of the Sunset Clause and the steps you can take to minimising it’s impact on your business.

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Press releases

Read our latest press releases

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eValue - Big changes, big challenges

This white paper, produced by Bruce Moss, Strategy Director at eValue, and Lucian Camp, considers the potential issues and long term challenges that the financial services industry faces in addressing the new pension environment from April 2015.

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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
  • 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
  • zurich
Learn how Intelligent Office can help you