Introducing Intelligent Office
The market leading practice management system for financial advisers
Our Change the Game conference is back in 2017 with events in Manchester and London. Click below for information about the conferences and to register.
Switching systems has never been easier and many, like you, already have. So why not see what they have to say about joining iO?
There are a multitude of benefits to using iO in your business. See what one of our clients, Lumin Wealth Management, has to say about the benefits that it has brought their business here.
Number of firms using iO
Number of users using iO
RMAR reports in the last 12 months
How well do you protect your business? What planning do you have in place in case of cyber attack? Download our free white paper on cyber security.
Intelliflo were the proud winners of the Best Technology Provider for the fifth time at the Professional Adviser Awards 2017. The award is testimony to the continued hard work and dedication of everyone at Intelliflo.
Rob Walton, COO of Intelliflo, was on Asset TV with NCC Group to discuss cyber security and how it concerns financial advisers.
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.