Change the Game

Our 2018 conference highlights are available now...

Open architecture platform

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Providing an open architecture platform since 2004 for the financial advice industry. Encompassing providers, platforms, fund managers and software firms.

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iO Store

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The iO Store enables firms to build the business management system they need by adding the functionality of new partners to Intelligent Office. Peruse, download and use.

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Free GDPR toolkit

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Get your business in the right shape to comply with GDPR with our comprehensive toolkit for financial advice firms. The toolkit is free to receive and is tailored specifically for the advice industry.

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Intelligent Office in the spotlight

Number of firms using iO

Number of users using iO

RMAR reports in the last 12 months

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Professional Paraplanner Awards

Intelligent Office was named Back-Office System of the Year at the 2018 Professional Paraplanner Awards, meaning that we defended the title which we won in 2017!

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Invesco acquisition

In June 2018 Intelliflo was acquired Invesco. The deal represents the next chapter in our story, with a plethora of exciting developments in store.

Read the press release

Blogs and features

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.

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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.