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  • Find out more about Intelliflo

    Don’t just react, stay ahead with Intelliflo

    We provide an intelligent, web-based eco-system to help financial services firms manage their business, serve their customers and respond to industry regulation and compliance requirements. 

    Find out more about Intelliflo

  • new clients wins

    New client wins for Intelliflo

    Even more firms adopt Intelligent Office. To read more about them

    Click here

  • SnowGO

    Play Intelliflo SnowGo

    Take control of our slalom loving penguin Pengu and be in with a chance to win a £50 shopping voucher.

    Click here to play SnowGo
  • PFP2

    Coming soon – Personal Finance Portal 2

    Your online digital advice and personal finance management hub.

    Click here to find out more

  • regional-user-groups

    Calling existing iO users

    Come and meet other iO users, discuss best practice and have a look at our some of our newest integration tools, at our Regional User Group Meetings. We have a number of meetings currently running across the UK.

    To find out more about these free meetings, click here.

We provide an intelligent, web-based eco-system to help financial services firms manage their business, serve their customers and respond to industry regulation and compliance requirements.

Take a look at our video about how we can transform your business

See how Intelligent Office helped Alexander House Financial Services

Alexander-house-video-image

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

The ten key components of an adviser technology system

As is the case in most industries, technology is driving innovation for financial services firms....Read more

The 'advice gap': Are millennials out of the financial advice loop?

The introduction of the Retail Distribution Review (RDR) had huge implications for the financial...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
  • 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
Learn how Intelligent Office can help you