Change the Game in 2018...

Industry speakers, networking, CPD minutes and Sir Geoff Hurst

Free GDPR toolkit

Get your business in order for GDPR with our comprehensive toolkit for financial advice firms.

Cyber security

How safe is your adviser software system? Cyber security has never been more important, so find out how you can better protect your business today.

Blogs and features

Financial adviser blog

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.

Intelligent Office in the spotlight

Number of firms using iO

Number of users using iO

RMAR reports in the last 12 months

Discover how Intelligent Office can benefit you

Cyber security

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.

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Best Technology Provider 2018

Intelliflo wins best technology provider at the 2018 Professional Adviser Awards.

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Watch - GDPR and financial advisers

Robert Walton, COO here at Intelliflo, discusses the impact of the General Data Protection Regulation (GDPR) for UK financial advice firms with Jenny Hammond from Asset TV.

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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.