2017

Welcome to
Intelliflo's timeline

May

Product Enhancements

iO Login Enhancements - Oauth Identity Upgrade

Wealthlink - Standard Life

Apr

Product Enhancements

Ability to create invoices for Ongoing Fees

Uploading a single document to multiple clients

Mar

Portfolio Report Data available to Document Designer

Portfolio Report Data available to Document Designer

Feb

AJ Bell Income Statement - change from weekly to daily

AJ Bell Income Statement - change from weekly to daily

Jan

Product Enhancements

ISA MI Report - identify unused allowance

Invoice Reference for Income Matching

2016

Dec

Cofunds Income Reconcilliation

Cofunds Income Reconcilliation

Nov

Automated Clock/Time Recording

Automated Clock/Time Recording

Oct

AJ Bell Income Reconcilliation

AJ Bell Income Reconcilliation

Sep

PFP Automated Advice

PFP Automated Advice

Aug

Alliance Trust Daily Bulk Valuations

Alliance Trust Daily Bulk Valuations

Jul

Product Enhancements

Call Recording (Ring Central)

Assureweb - Interface Changes

Alliance Trust Daily Bulk Valuations

Jun

Product Enhancements

Prudential - Real time Valuations

FCA Complaint Handling New Rules

Goal Enhancements for At Retirement

Apr

Extending Outlook integration for Corporate clients

Extending Outlook integration for Corporate clients

Mar

Products Enhancements

Mortgage Brain Integration update for MCD

Data Uploader for Scheme Contributions

Feb

Products Enhancements

Enhance the Fund Data Upload for Implementation to include Equities

Wealthlink - Aegon

Wealthlink - Zurich

2015

2015

Wealth Management

Wealth Management

FE Analytics financial planning integration
Addition of Advisa Centa images
Additional financial planning integrations including Voyant
Additional Wealthlink integrations
Financial planning cash flow management and protection flow

2015

Personal Finance Portal (PFP)

Personal Finance Portal (PFP)

PFP2 launch

2015

Core Enhancements

Core Enhancements

Employee benefits phase 1 & 2
Lifecycle enhancements
Conversion of RT valuations to bulk
Extended portfolio report
Extended Distribution Technology integration
Extended valuations capability
Communications and Campaign Management

2014

2014

Core enhancements

Core enhancements

Portfolio report
Distribution technology integration
Valuations capability

2014

Document generation

Document generation

New document generation wizard
Merge capability for mailing lists

2014

Personal Finance Portal (PFP)

Personal Finance Portal (PFP)

Bulk messaging
Simplified registration processes
Group branding
PFP enhancements
Customisation of content

2014

Operational efficiency

Operational efficiency

Fee enhancements to cater for Discretionary
Fund Manager (DFM) and VAT handling
Fee matching
iO interface enhancements
Workflow processes

2014

Wealth Management

Wealth Management

New planning process
Advisa Centa for ATR, quick tools, cash flow and portfolio analyser
Recommendation screen allowing users to orchestrate the outcome
Financial planning process
Protection and mortgage functionality
Additional tool integrations
Straight through processing with Cofunds platform

Mar

Product enhancement

Product enhancement

Enhancements made to iO’s affordability tool, fee functionality and ability to manage allowable execution only sales and to PFP’s expenditure and liabilities functionality

Mar

95 integrations live

95 integrations live

Including Aviva Platform, Zurich Intermediary Platform and Direct Life & Pensions

Jan

Product enhancement

Product enhancement

MMR enhancements made to iO including updated budget planner tool, addition of an execution only tab and the development of equity release, rate shock and mortgage calculator

Jan

New client win

New client win

Legal & General Network adopt iO as point of sale solution for its Appointed Representatives and Directly Authorised members

2013

Dec

New client win

New client win

London & Capital adopt iO

Dec

Product enhancement

Product enhancement

RDR enhancements made to iO’s dashboard functionality together with support for server based Outlook integration for email and calendars

Dec

Product enhancement

Product enhancement

Protection new business quote and submission for life and critical illness cover products (underpinned by Direct Line) added to PFP. Enhancements made to iO’s search and report screens to support multi browser functionality

Nov

Provider update

Provider update

Cofunds extends its integration to provide straight through processing functionality

Nov

Product enhancement

Product enhancement

Intelliflo and eValue to integrate Advisa Centa analysis, forecasting and planning solutions into iO

Sep

Product enhancement

Product enhancement

RDR enhancements made to iO’s joint tasks, lead import, file check report functionality together with updates to multi browser and mortgage functionality

Sep

Provider update

Provider update

iO available to TenetSelect DA Firms

Jul

1000th client

1000th client

1000th client adopts iO

Jul

Company investment

Company investment

HgCapital, a leading European private equity investor in B2B technology companies, becomes a majority shareholder in Intelliflo Ltd

Jun

Product enhancement

Product enhancement

RDR enhancements made to iO’s adviser charging, quote portals, fact find and portfolio reports functionality

Feb

Award winner

Award winner

Best Tech/Software Provider Award from Professional Adviser for fourth consecutive year

Jan

Provider update

Provider update

Straight through processing capability with Zurich’s Intermediary Platform introduced

2012

Oct

Product enhancement

Product enhancement

RDR enhancements made to iO’s adviser charging, task management, fact find and PFP mortgage and protection portfolio functionality

Oct

New client win

New client win

Grant Thornton adopts iO

Jul

Product enhancement

Product enhancement

RDR enhancements made to iO’s adviser charging, contribution, funds under management and PFP functionality

Jun

New client win

New client win

Bellpenny adopts iO

Apr

Product enhancement

Product enhancement

iO enhanced to include portfolio updates powered by eValue

Mar

Product launch

Product launch

Personal Finance Portal (PFP) launched

Mar

Product enhancement

Product enhancement

RDR related enhancements made to iO’s fixed fee and invoicing, task, financial planning and PFP functionality

Feb

75 integrations live

75 integrations live

Including Trigold, Mortgage Brain, Ascentric and Citi Quilter

Feb

Award winner

Award winner

Best Tech/Software Provider Award from Professional Adviser for third consecutive year

Jan

Product enhancement

Product enhancement

Retail Distribution Review (RDR) enhancements made to iO’s charging, financial planning and fact find functionality

Jan

Product enhancement

Product enhancement

Document storage with Amazon S3 introduced

2011

Dec

Product enhancement

Product enhancement

Financial planning tools enhancements introduced Mortgage planning tool enhancements introduced
£10m investment programme announced

Nov

New product launch

New product launch

iO Mortgage solution launched

Apr

Product enhancement

Product enhancement

Improvements to data centre migration infrastructure introduced

Feb

Award winner

Award winner

Best Tech/Software Provider Award from Professional Adviser for second consecutive year

Jan

Product enhancement

Product enhancement

Enhancements to iO’s financial planning functionality introduced

Jan

New product launch

New product launch

Mortgage planning tool launched

2010

Dec

500th client

500th client

500th client adopts iO

Sep

New client win

New client win

Caerus Wealth Group adopts iO

May

New client win

New client win

Close Asset Management adopts iO

Feb

Award winner

Award winner

Best Tech/Software Provider Award from Professional Adviser

2009

2009

New product launch

New product launch

SimplyBiz partnership launched creating "Simply Intelliflo Plus"

2008

2008

50 integrations live

50 integrations live

Including Financial Express, The Exchange, Assureweb and GB Group

2008

New client win

New client win

Bancassurer, AXA, adopts iO

2007

2007

New client win

New client win

First National Advisory firm, Foster Denovo and Sense Network adopt iO

2006

2006

New client win

New client win

First Network, Lighthouse, adopts iO

2005

2005

New client win

New client win

First National Bancassurance client, National Australia Bank, adopts iO

2004

2004

25 integrations live

25 integrations live

Including Zurich, Old Mutual Wealth, L&G and Prudential

2004

New product launch

New product launch

Intelliflo established and Intelligent Office (iO) launched