Change the Game
Post conference content now available!
Revisit the Change the Game 2018 at the comfort of your desk.
Grab a tea/coffee and a biscuit...
Intelliflo has been providing web-based software to the UK financial services sector since its formation in 2004. Our leading web-based practice management software, Intelligent Office, has continually evolved to meet regulatory and market changes and is widely used by UK financial advisers to help them become leaner and more efficient, manage their business risks and increase their profits.
By integrating with a huge range of platforms, service and tool providers, Intelligent Office supports modern advice firms in providing their clients with unparalleled service. The Personal Finance Portal, now including an automated advice option, helps them deliver that service in a secure and engaging way, improving the client experience and helping to grow and scale businesses cost-effectively.