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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 whitepapers and research

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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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Big buiness boost from new pension freedoms

A new poll among users of Intelliflo’s Intelligent Office web-based business management software shows that four out of five adviser firms expect the new pension freedoms to provide a significant boost to business.

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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.

Keep up to date with social media

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Nick Eatock: Looking out for the 'lost' generations

popular. It also means you will be actively engaging with those who risk becoming lost generations...Read more

Investment advisers' revenue still 40% commission - APFA

remuneration on new investment business . In 2013 commission income represented 60% on investment...Read more

Intelliflo links with Voyant for scenario planning tool

Collaboration suite should help reduce adviser re-keying and make sure client information is up 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
  • eValue
  • 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