Welcome to Intelliflo

Our Intelligent Office business management software is trusted by over a third of the UK financial advice market

Welcome to Intelliflo

Our Intelligent Office business management software is trusted by over a third of the UK financial advice market

Changing financial advice

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Ian McKenna reviewed our Change the Game conference and gave his thoughts on the eAdviser Index and the exciting new developments we’re planning for our customers, such as iMPS and the new gamified fact find.

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Your ongoing support

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Find out what benefits our customers enjoy with Intelligent Office, why they use it and how they utlilise the system in their businesses.

What customers think

Insource your outsourcing

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Our new integrated model portfolio service (iMPS) is set to revolutionise the way you control your advice process, driving control, efficiency and transparency.

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Intelligent Office in the spotlight

Number of firms using iO

Number of users using iO

Assets under advice (£ billion)

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Discover how Intelligent Office can benefit you

Increasing adviser revenue

Digitise, define and data management – are you a 3D advice business? Our white paper explores how you can structure for success.

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Approved Associate System

It’s simplifying the advice process for all that drives us, so we’re delighted to be the first technology-based system to be awarded ‘Approved Associate System’ by Standards International.

Delivering customer success

Intelliflo's dedicated customer success and customer relationship management teams are on hand to ensure that you get the most out of Intelligent Office.

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About Intelliflo

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.