Intelliflo boosts market-leading position with 'Free to switch' offer

By Jo Gilbey
Find me on: LinkedIn Oct 30, 2014 11:09:00 AM

Intelliflo aims to boost its position as the leading provider of software solutions for UK financial services companies with a ‘free-to-switch’ offer that runs to the end of 2014.

Intelliflo launched in 2004 and its web-based business management software, Intelligent Office, offers financial businesses the tools to improve efficiency and increase profits. It currently supports 1,275 large and small adviser firms and 11,200 users with assets under advice of £172 billion.

Jo Gilbey, Intelliflo's Marketing Director says: "We handle 70% of all electronic valuation statements through our system and over £30 million of income is reconciled monthly. Intelligent Office (iO) manages and protects customer data with a real-time, 24/7 web-based system which is constantly backed-up. We have a long-term commitment to building and developing our systems to ensure they remain best-of-breed which is why we're inviting advisers to make the switch and join us."

The ‘free-to-switch’ offer runs to 31 December 2014 and carries no up-front charges. Visit for full details.

Free to switch

Notes to Editors:

Intelliflo ( has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based business management software, Intelligent Office, helps financial businesses large and small to improve efficiency and increase profits. Intelligent Office supports over 1,250 firms and 11,250 users with assets under advice of £172 billion (as at 30 September 2014).

In July 2013 HgCapital, a leading European private equity investor in B2B technology companies, became a majority shareholder in Intelliflo Ltd. HgCapital has a wealth of expertise in developing web-based software businesses and is committed to supporting the next phase of Intelliflo’s growth.

Intelliflo has won the Professional Adviser ‘Best Technology/Software Provider’ award, voted for by Financial Advisers, every year since 2010.

For further information please contact:

Jo Rimmer
07970 088383