Intelliflo launches new workflow functionality within Intelligent Office

By Jo Gilbey
Find me on: LinkedIn Dec 2, 2014 9:00:35 AM


Intelliflo today announces the launch of its new workflow functionality within Intelligent Office (iO).

This new tool comes as standard with iO and offers unrivalled functionality to sequence and streamline tasks. It provides a number of benefits which include improved business efficiency, productivity, quality control and quality of outcome, together with freeing up billable time for advisers to spend with clients by providing improved visibility of information and issues.

When building the tool, Intelliflo chose Microsoft’s Windows Workflow Foundation, which is also integrated into Microsoft’s own flagship tools including Dynamics CRM, Office and SharePoint. This platform provides scalability, flexibility and has over 8 years of global use and development.

Nick Eatock, Intelliflo’s Executive Chairman, Comments:

“Using a global leader’s platform, such as Microsoft’s, has enabled Intelliflo to design and build a new automated workflow process that delivers real value for our clients.

Advisers using Intelligent Office will have the ability to increase efficiency, while at the same time making tangible cost-savings. This is another step in our ongoing commitment to provide best-in-class functionality to our customers.”

About Intelliflo

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.