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.



Bringing together a wealth of experience, our people make us who we are

Find out more about our team


We are always looking for high-calibre professionals to come aboard

Find out about joining Intelliflo


With over 100 partner integrations, Intelligent Office gives our clients all they need

Learn more about our partnerships

Mission statement

Our success is built on the commitment of our people to our values and vision. As trusted technology experts, we’re dependable, hardworking and passionate about delivering the absolute best in business management solutions for our clients.

We encourage excellence through a strong collaborative culture where individual performance is recognised and team results rewarded. We always strive to deliver the highest quality service achievable and never settle for mediocrity. It’s through our people and our market-leading product that we differentiate ourselves from the competition.


  • Our business is built around our clients.
  • We’re constantly innovating to ensure we deliver best-in-class solutions.
  • We always strive for world-class professionalism.
  • We believe web-based technology is the future.


We strive to:

Inspire - We believe we can always improve our service and help you enhance your business, taking you forward with us.

Develop - By continually developing and supporting our people and putting resources at their fingertips, we ensure we are always ahead of the curve.

Adapt - We keep our finger on the pulse of the industry, including regulatory and legislative changes, and adapt our systems in response. We work with you to minimise the impact of change on your business.