Welcome to Intelliflo
Our Intelligent Office business management software is trusted by over a third of the UK financial advice market
Welcome to Intelliflo
Our Intelligent Office business management software is trusted by over a third of the UK financial advice market
The Wealth Management report explored all things wealth related, from the importance of selecting the right wealth manager to exploring why high-net-worth-individuals are shunning equities.
Find out what benefits our customers enjoy with Intelligent Office, why they use it and how they utlilise the system in their businesses.
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)
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.
Our clients and partners trust us
Intelliflo helps power businesses right across the financial sector.
