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2007

November

Park Row Associates switch to IntelliFlo
   
IntelliFlo and IFA Portals announce strategic alliance
   
Intelligent Office functionality given a boost by Tillinghast

October

IntelliFlo & Cofunds combine automated valuations and commissions registration
   
AXA, L&G and The Hartford go live with Electronic Valuations on Intelligent Office
   
IntelliFlo first to market with online ID verification

July

IntelliFlo appoints Sales and Marketing Manager

June

First Trust Independent Financial Advisers moves to Intelliflo

May

Money Portal signs up with Intelligent Office

March

Foster Denovo selects Intelligent Office
   
Intelligent Office integrates with UNIPASS

February

IntelliFlo Launches Client Portal With Intelligent Office
   
Beckett Selects Intelligent Office
   
Seven Investment Management (7IM) and IntelliFlo link to benefit Advisers & Wealth Managers

January

IntelliFlo wins 'Best Technology Software Provider' in Professional Adviser Awards 2007