Intelliflo provides web-based software for the UK financial services industry

Latest client wins


Read details of the latest firms who have made the decision to switch to Intelligent Office

Latest feature


Alan Moran explains why he made the important decision to switch to
Intelligent Office

Press releases, whitepapers, research and blogs

press-release1 Read our latest press releases
10-Top-Tips-white-Paper-imagex35 Download our latest paper '10 top tips for new advisers'
blog-image-jan16.jpg Read our latest blog 'Cybercrime: Are advisory firms doing enough to protect their clients’ data?

Keep up to date with social media


Using technology advisers can become disruptors in their market
Adviser Business Review - 15/01/2016
The market leading adviser firms in 3-5 years time will be running their businesses to the limit of their technology and will have fully integrated their service with their clients’ needs, Intelliflo Executive Chairman Nick Eatock tells ABR editor Rob Kingsbury.
Read more

Prepping for client meetings and reviews
Adviser Business Review - 15/01/2016
We talk to advisers about the way they prepare for new client meetings and for their client reviews. Meeting with clients, both new and existing, provides advisers with the opportunity to demonstrate their value, as well as understand their client’s needs and goals.
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Guide to Robo-advice
FT Adviser - 07/01/2016
Robos are not revolutionary but are just a natural application of technology improvements and commercial opportunity – just as eBay is little more than an electronic version of a car boot sale
Read more

Our clients and partners trust us

Intelliflo helps power businesses right across the financial sector.

  • aegon
  • alexander-house
  • almary-green
  • ascentric
  • assureweb
  • axa
  • bellpenny
  • birchwood
  • bradbury-hamilton
  • brighton-williams
  • brooks
  • canada-life
  • clayton-holmes-naisbitt
  • cofunds
  • compliance-first
  • distribution-technology
  • evalue
  • fidelityfdata
  • foster-denovo
  • francis-clark
  • gbgroup
  • informed-training
  • infiniti-financial
  • ipipeline
  • jones-sheridan
  • lighthouse-group
  • lj-financial
  • magnetic north
  • margetts
  • mortgage-brain
  • novia
  • nucleus
  • old-mututal
  • parmenion
  • pk-group
  • prudential
  • raymond-james
  • rsa
  • s2ds
  • sanlam
  • scottish-provident
  • scottish-widows
  • sense-network
  • seven
  • standard-life
  • sifa
  • simplybiz
  • skipton
  • tait-walker
  • thesis
  • threesixty
  • transact
  • voyant
  • zurich
Learn how Intelligent Office can help you