Intelligent Office, enabling financial advice firms unrivalled functionality to save time, money and increase profit.
Bigger than a back office system, Intelligent Office (iO) is an entire technology ecosystem which integrates with key fund managers, product and tool providers in the UK financial services market.
It’s packed full of features and capability which integrates all your business functions into a cloud-based ‘one stop shop’ to help you become leaner and more efficient, manage your business risks and build a more profitable business.
It integrates your CRM, point of sale system, straight through processing - through our Wealthlink platform - and an online client portal. Called the Personal Finance Portal (PFP), this portal gives you the opportunity to interact with your clients online in a modern, efficient way and includes an automated advice option.
Intelligent Office is trusted by over 2,300 leading advisory firms and unlike some other IFA back office systems, your client data remains your property so you can access and download it whenever and wherever you like.
Intelliflo's market-leading practice management software helps financial advisers transform and grow their business
© Intelliflo Ltd
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