Intelliflo - Online adviser software


From our inaugural conference to awards ceremonies, keep your eyes on our events page and make sure you register early.

Change the Game
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We hope that you enjoyed our Change the Game conferences in Manchester and London this year. In case you missed it, or would like reference materials from the events, this page contains the presentation slides and videos.

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Mortgage and Protection Senate

The British Mortgage and Protection Senate aims to provide a unique platform for key people in the UK mortgage and protection intermediary channels to come together to build a sustainable future. Mortgage Solutions believe the Senate truly comes into its own as a forum of special value when the market faces particular stresses and challenges – the current situation involving our exit from the EU being a case in point.

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Intelliflo Regional User Groups
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Thank you to all that attended our first round of Regional User Group (RUG) meetings this year. Following the success, we will run another set of RUG meetings in Autumn this year. In the meantime, please join the RUG user groups on the Community page in Intelligent Office to keep in touch with your fellow users and to ensure your place at the next round of meetings.

For more information, get in touch with Jen Hanbury

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MMI Harrogate Conference
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MMI Harrogate will bring together 150+ financial advice professionals for an unmissable day of content led by senior industry figureheads. With two content streams, workshops and expert clinics, delegates have the opportunity to tailor the day to best suit their needs. Nick Eatock will be speaking about how to ensure your business is tech-enabled for the future with a panel of experts.

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Schroders UK Platform Awards
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The great and the good of the platform world will gather at the London Hilton in Park Lane to acclaim excellence and achievement in platform technology. This year will be the awards tenth birthday, which the numerate amongst you will appreciate makes it the 11th event. Kate Silverton will be hosting the awards which are open to platforms, advisers, providers of platforms, associated technology and toolsets. There is even an award for the top platform journalist of the year.

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Smarter Business Roadshow
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This October, Professional Adviser is back with the Smarter Business Roadshow. The expert speakers have been tasked with delivering engaging and educational presentations on a broad range of topics that will help advisers to think smarter about their businesses and deliver better outcomes for their clients. Don't miss the Smarter Business Roadshow 2017 at one of the following venues:

  • Manchester - Tuesday 17th October
  • Birmingham - Wednesday 18th October
  • London - Thursday 19th October


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Platforum's annual flagship conference is to return on 10 October 2017. With registration set to go live in mid-June register your interest to be kept informed of when you can view the 2017 agenda and book your place. Our very own Nick Eatock will be speaking at the conference. What can you expect from Platforum 2017?

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PFS Festival of Finance

Intelliflo is excited to be taking part at the first ever PFS Festival of Finance on 7 and 8 November 2017. A far cry from the usual professional conference, this two-day event is not one to miss. Come and see us at our stand and hear our own Nick Eatock speaking on maximising opportunities the digital revolution offers.

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AJ Bell Investival

On 9 November, Investival 2017 will burst back onto the stage at London’s Royal Institute of British Architects with a jazz-and-blues-themed festival of investment that’s sure to be another smash hit. Our Intelliflo team look forward to meeting you there.

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