Intelliflo - Online adviser software

Intelliflo fact sheets

A selection of downloadable fact sheets giving you details of iO integrations, services and benefits. For product fact sheets, see the products tab.

GDPR 10 things financial advisers need to know

GDPR 10 things financial advisers need to know

With the General Data Protection Regulation (GDPR) deadline fast approaching, any firm that handles data and/or engages in any form of marketing to consumers needs to prepare itself to comply.

 

Read more

10 reasons to use Intelligent Office

Factsheets_Compliance-280x200

Intelligent Office (iO) is the most comprehensive end to end web-based business management system in the UK financial services market. 

 

Read more

Benefits of
web solutions

web_based

Intelliflo’s Software as a Service or
SaaS-based system delivers everything you need to run your business over the web.

 

Read more

Compliance
   

Factsheets_Compliance-280x200

With the advent of TCF and RDR it has never been more important to streamline your business processes and ensure you are fully compliant.

 

Read more

Data migration
   

Factsheets_Data_Migration-180x200

Data is the lifeblood of any organisation, which is why at Intelliflo we commit considerable time and resource to developing and evolving our data migration and cleansing service.

 

Read more

Document storage
   

Factsheets_Compliance-280x200

Through our secure service, you'll be able to access our highly scalable and reliable storage infrastructure directly through Intelligent Office (iO), meaning you’ll never have to back up your files to your desktop or laptop again.

 

Read more

Dynamic Planner
   

dt-dynamic-planner

Distribution Technology enables you to manage all your client and provider data, conduct a risk profile and fact find, analyse a client’s cash flow, current position and portfolio and make recommendations for investment and retirement planning from a single, seamless system.

 

Read more

eValue - One stop financial planning

dashboards.png

eValue is the UK’s leading provider of financial planning and forecasting solutions, with a track record for excellence and innovation having been established in the industry for over twenty years.

 

Read more

FE Analytics
   

web_based

FE Analytics is a one-stop shop for all your investment research and analysis, portfolio construction and monitoring requirements. Available through iO, FE Analytics gives you more time to focus on generating new business and managing your existing client base.

 

Read more

Flashlight data service
   

Factsheets_Training-280x200

See how our Flashlight service can improve your data quality to really power-up your business. Your data has never been more valuable and Flashlight can help you to ensure accuracy and utilise it to drive efficiencies in your business.

 

Read more

Integrations - additional
partners

Factsheets_Integrations-280x200

A list of integrations including: portal services, mortgage sourcing, client verification price/fund & data feeds.

 

Read more

Integration - Valuations
   

Factsheets_Valuations-280x200

As a web-based technology the Intelligent Office solution is uniquely positioned to make the most of Real-Time Valuations from product providers, fund managers, supermarkets, platforms and wraps.

 

Read more

Integrations - Wealthlink
    partners

Wealthlink is Intelligent Office’s fully integrated submission hub that enables you to electronically submit information direct to the UK’s leading providers and platforms. It reduces the need to re-key data and provides a fully 2-way new business submission process, resulting in a more efficient way for you to manage your business and clients.

 

Read more

iPipeline
   

iPipeline factsheet

SolutionBuilder from iPipeline is an advanced research quote and apply portal which is integrated with Intelligent Office to help advisers rapidly model and shape a range of protection solutions.

 

Read more

Managing income
   

Imageicon

Intelligent Office includes the most powerful commission and fee matching reconciliation functionality in the marketplace today, enabling you to log, monitor and automatically reconcile fees, retainers and commissions saving your business time and money.

 

Read more

MortgageBrain
   

mortgage-brain-280x200

For the last 30 years, MortgageBrain has provided award winning technology systems for mortgage advisers. Part of our sourcing family, MortgageBrain Anywhere is a totally online whole of market system offering truly flexible working anytime, anyplace. Fast, intuitive and easy to use, access it on your iPad, tablet, PC or Mac.

 

Read more

RingCentral - Call recording
   

RingCentral-factsheet.jpg

Intelliflo’s integration with web-based communications specialist, RingCentral offers an integrated communications solution, including integrated, secure and automated call recording functionality.

 

Read more

Transform your business

eco-system

Intelligent Office (iO) is the most comprehensive and flexible web-based business management system in the UK financial services market.

 

Read more

Voyant

Factsheets_Compliance-280x200

This powerful platform for presenting cash flow, investment, tax and estate/IHT planning is capable of pulling your client data direct from iO giving you more time to focus on generating new business and managing your existing client base.

 

Read more

Welcome to Intelliflo

Weclome

Formed in the UK in 2004 and with our Head Office based in Kingston-upon-Thames, Intelliflo has always aspired to provide state-of-the-art software that is aligned with the business needs of our clients.

 

Read more

Workflow

Factsheets_Compliance-280x200

Setting up a workflow with Intelligent Office couldn’t be easier. From defining user access rights, through to creating the steps, sequences and transition triggers, we’ve included everything you will need to streamline your administration and to take your business up a gear.

 

Read more

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.