About Intelliflo

At Intelliflo, we believe that our clients in the financial services sector deserve software that helps them be lean and efficient, manage the risks and build a better business. With our open architecture approach, advice firms can build the business management system which they need to power their business.

Our company

We help the financial services community thrive in an ever-changing market by making their operations more professional and profitable. We do this through continually developing our best-in-class, web-based business management system to help our clients compete and win. Users of our Intelligent Office software benefit from our open architecture approach, so that they can build that they need, not just use the system that they are given.

Built specifically for the UK market, our IT expertise coupled with years of experience of the UK financial services sector ensures our system offers an unparalleled degree of specialism for our clients.