Introducing Intelligent Office
The market leading practice management system for financial advisers
Welcome to Intelliflo, the leading provider of back office and business management systems to the UK financial advice industry. Our system, Intelligent Office (iO), is the most widely used by advisers across the country.
Switching systems has never been easier and many, like you, already have. So why not see what they have to say about joining iO?
There are a multitude of benefits to using iO in your business. See what one of our clients says about the benefits that it has brought their business here.
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.
Keep up to date with our latest blogs and features. Read more about Intelliflo’s insights into the financial advice industry.
Help Yeti to throw icicles for Pengu to climb the ice wall.
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.