Intelliflo - Online adviser software


From our inaugural Change the Game conferences in London and Manchester, to the plethora of regional user groups, conferneces that we exhibit and present at, as well as our webinars, keep your eyes on our events page for registration details.

Change the Game
Change the Game conference

Intelliflo will once again bring you our annual Change the Game conferences in 2018 where each year we present new solutions and innovations available to the financial advice industry along with current, relevant and thought provoking topics. 


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PFS regional conferences
Personal Finance Society

Nick Eatock will be speaking across the Q1 and Q2 PFS regional conferences for PFS members. You can refer to the individual agendas to see the venues which we will be attending.




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Intelliflo Regional User Groups
Regional User Group

Thank you to all who attended our first round of Regional User Group (RUG) meetings this year. We will run another set of meetings in the Spring. 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.


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PIMS forum
PIMS forum

Nick Eatock will also be speaking at the PIMS forum on 24 and 25 May 2018. The PIMS conference aims to give financial planning business owners and managers access to new ideas to help develop their departments, their companies and their own knowledge.



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SimplyBiz investment forums
SimplyBiz investment forum

During February and March, we will be attending the SimplyBiz investment forums that are taking place nationwide. We will be appearing alongside SimplyBiz as their preferred technology partner. The events will be action packed and full of high quality material from the investment landscape as well as an update from the SimplyBiz compliance team. For more information, go to the events tab on the SimplyBiz website.