Extending Intelligent Office
Your system, your way
Providing an open architecture platform since 2004 for the financial advice industry. Encompassing providers, platforms, fund managers and software firms.
Number of firms using iO
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RMAR reports in the last 12 months
Intelligent Office was named Back-Office System of the Year at the 2018 Professional Paraplanner Awards, meaning that we defended the title which we won in 2017!
In June 2018 Intelliflo was acquired Invesco. The deal represents the next chapter in our story, with a plethora of exciting developments in store.
What keeps you awake in your advice business? As the industry’s market leading technology provider, we cover a range of angles from across the industry.
Intelliflo has been providing web-based software to the UK financial services sector since its formation in 2004. Our leading web-based practice management software, Intelligent Office, has continually evolved to meet regulatory and market changes and is widely used by UK financial advisers to help them become leaner and more efficient, manage their business risks and increase their profits.
By integrating with a huge range of platforms, service and tool providers, Intelligent Office supports modern advice firms in providing their clients with unparalleled service. The Personal Finance Portal, now including an automated advice option, helps them deliver that service in a secure and engaging way, improving the client experience and helping to grow and scale businesses cost-effectively.