iO Store is now live
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Intelliflo will once again bring you our annual Change the Game conferences in 2018 where each year we present new solutions and innovations available to the financial advice industry along with current, relevant and thought provoking topics.
MiFID II (the second iteration of the Markets in Financial Instruments Directive) arrived on 3 January. This page takes a closer look at how the directive affects UK financial advice firms and what you can do to be compliant, as well as what we have updated in Intelligent Office (iO) in response to MiFID II.
Find out what Intelligent Office and Intelliflo's Personal Finance Portal (PFP) can do for you and your clients.
Number of firms using iO
Number of users using iO
RMAR reports in the last 12 months
How well do you protect your business? What planning do you have in place in case of cyber attack? Download our free white paper on cyber security.
Robert Walton, COO here at Intelliflo, discusses the impact of the General Data Protection Regulation (GDPR) for UK financial advice firms with Jenny Hammond from Asset TV.
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.