Welcome to Intelliflo
Our Intelligent Office business management software is trusted by over a third of the UK financial advice market
We were announced as the winner of the Best Technology Provider (practice management) & it was even more gratifying to see so many of our customers getting the recognition they deserve.
Our new integrated model portfolio service (iMPS) is set to revolutionise the way you control your advice process, driving control, efficiency and transparency.
Intelligent office is, in my opinion, an industry leader. The integration with providers, highly customisable client profiles and portals, innovative work flow systems and target MI reporting make Intelligent Office an incredibly powerful tool. I would recommend it to any IFA organisation.
I would recommend Intelligent Office to anyone looking to streamline their processes within their team. The workflows, activities etc have made such a huge impact on the efficiencies within our business. The Intelligent Office package stands out due to its links with other software and the development that is being put into the likes of Personal Finance Portal and clients being able to access their information.
What has been key is the customer service...couldn't have implemented our system without the help of the onboarding team plus, continued support of the help desk as well as an account manager that has always been on hand for me.
Intelligent Office allows us to hold and update client information easily. It also allows us to link to other software without the need to duplicate data entry. I also like the fact that I can access data from anywhere in the world and at any time. There is so much more that it can do, that I haven't yet discovered!
Intelligent Office is easy to use, with huge capability and supports the whole team in keeping clients information updated and secure. The Personal Finance Portal (PFP) is a great way of communicating via a secure portal and saves lots of paper by allowing clients to access information without having printed copies.
As a small, directly authorised firm, we initially used Intelligent Office to automate our client valuations and income reconciliation. However, we have subsequently extended our use to structure our business processes with the ongoing support of the Intelliflo team. Intelligent Office now forms a technical backbone to our business, providing valuable business oversight and compliance reporting.
Great back office system. A system that genuinely offers inter connectivity and a support team with a can do attitude. Best business decision we've made.
We're really happy with Intelligent Office and use it to run the entire administration side of our office. We love the fact that it manages all the income for the advisers, the plans for all the clients, but also the tasks with workflows helps the team keep on top of everything that needs doing. The support team are also super helpful if need any extra guidance. Perhaps the best bit about Intelligent Office is that they keep improving and adding to the functionality, such as introducing API recently and teaming up with third parties to integrate some of the data functions.
Number of firms using iO
Number of users using iO
Assets under advice (£ billion)
Digitise, define and data management – are you a 3D advice business? Our white paper explores how you can structure for 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.
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.