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

Tim O'Connor explains how by choosing Intelligent Office he has future-proofed his business

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


How important are advisers' websites?
Professional Adviser - 24/08/2015
Our Executive chairman Nick Eatock tells Professional Adviser, the notion of clients not being willing to engage with their adviser digitally is false.
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Santorini set up finance app
New Model Adviser - 17/08/2015
Leicestershire-based Santorini Financial Planning has launched a personal finance portal that allows clients to access real time information about their investments online and on their mobiles.
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Evolution not revolution: how to grow fast sustainably and safely
CityWire - 14/08/2015
Evolution not revolution: how to grow fast sustainably and safely by Rod Gentry.
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