Intelligent Office in the spotlight

Number of firms using iO

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Number of users using iO

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RMAR reports in the last 12 months

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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. 

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