Why tech-savvy advice firms are choosing intelliflo

A growing number of firms are returning to, or newly adopting, intelliflo office. Hear in their own words stories of growth and impact.

The Challenge

In today’s competitive advice landscape, firms need technology that delivers more than basic functionality.

Many have discovered that alternative systems fall short when it comes to the fundamentals: comprehensive fact-finds, robust income management, and seamless integrations that eliminate duplication.

Without these capabilities, firms often find themselves recreating information manually, running parallel processes, or building custom plug-ins to replicate features they once had.

All of this has an impact not just for your firm’s advisers and planners, but on your clients’ experience too.

“…it was clear to us that to sign with intelliflo was the right choice. Everything we need is integrated into a single system, with no need for any customer development.”

George Goward, Managing Director

George Square Financial Management, 29 user licenses

The solution

Some of the key capabilities that set intelliflo apart include:

Complete fact-find functionality: Joint clients, notes, budgets, agreements, custom fields, and plans are all essential, and all included. Without them, teams often end up recreating information manually or running parallel processes.
Secure, governed environment: Every change is tracked and recorded, providing confidence around data accuracy and peace of mind when it comes to regulatory compliance.
Integrated functionality: The platform keeps everything connected from the start, eliminating the need for custom plug-ins or internal workarounds.
Superior valuations and Management Information (MI): Greater valuation coverage and more powerful management information seamlessly available for in depth insight
Migration support: Having supported more than 2,200 firms to switch, intelliflo’s dedicated data migration team has vast experience in helping firms transfer practice management system with minimum disruption, typically in just 2-3 weeks.

“We recently explored an alternative CRM to ensure we continued to use the best technology for our clients and our team. After a thorough review, it became clear that the depth of functionality and reliability we have with intelliflo iO remains the strongest fit for our business. We’re really happy to continue working with intelliflo and building on the platform we know and trust.”

Lindsay Wallace, Operations Manager

Cheltenham IFA, 16 user licenses

The results

Firms choosing intelliflo office benefit from a single, integrated system with no need for custom development.

Where additional data sits outside of the system, for example, in a firm’s preferred tool for compliance, assessing vulnerability, fund comparison or even investment platforms, the intelliflo store provides connections to more than 140 different partner apps.

Recent innovations, including intelliflo IQ, an AI-powered client engagement assistant, and enhancements to wealthlink for seamless platform integration, which provides access to the UK’s most popular and best performing funds, continue to enhance efficiency, value and client outcomes.

“It’s so nice to have a system that can do it all. It just makes it easier for everyone to see what’s happening and stay on top of things. I can’t imagine not having it now.”

Catherine Lane, Head of Adviser & Administration Support and Office Manager

Atkins Bland, 28 user licenses

* Source: FT Adviser – Who are the top 100 and top 50 boutique advice firms in the UK? (October 2025)