Introducing Intelligent Office
The market leading practice management system for financial advisers.
iO's open APIs (application programming interfaces) enable advisers to interact with iO in a completely customisable way. They provide a set of building blocks which allow you to connect portions of iO to other computer systems which can help you dynamically service your clients efficiently and cost-effectively. iO’s open APIs bring a whole new level of flexibility and control within your grasp.
Number of firms using iO
Number of users using iO
RMAR reports in the last 12 months
Intelliflo’s social media strategy template can help advisers seeking to increase social media activity.
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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.