Welcome to Intelliflo
Our Intelligent Office business management software is trusted by over a third of the UK financial advice market
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.
Our new integrated model portfolio service (iMPS) is set to revolutionise the way you control your advice process, driving control, efficiency and transparency.
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.