Integrations For Financial Advisers  - Intelliflo


Give your business access to the most popular tools and providers all under one roof

See the integrations

Intelligent Office integrations

Intelligent Office (iO) is the UK’s leading web-based business management system which is built around your needs, giving you access to 450+ best of breed connections with platforms, product providers, quotes portals, wealth management tools and other software vendors.

This allows you to:

  • reuse data across multiple platforms without the need for re-keying,
  • improve business efficiency within a single system and tailor it to your unique operating needs

iO gives you access to:

  • Over 80 valuation providers including Fidelity FundsNetwork, Scottish Widows, Standard Life, Aviva, Old Mutual Wealth and Elevate, Part of Standard Life
  • Quote portals including iPipeline, The Exchange, MortgageBrain and Trigold
  • Wealthlink (straight-through transaction processing) with platforms including Aegon, Elevate, Part of Standard Life, Cofunds, Seven Investment Management and Zurich, with Standard Life and more coming soon
  • Wealth management tools including FE Analytics, eValue Advisa Centa, Voyant and  Dynamic Planner

About Intelligent Office

Intelligent Office offers the most tried and tested range of functionality available in the UK today, supported by an experienced UK based team.

Over 2,550+ of the UK’s leading advisory firms, with over £503 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line. 

Request a call back