Intelliflo’s Intelligent Office benefits from mass migration of clients

By Jo Gilbey
Find me on: LinkedIn Oct 1, 2015 9:54:41 AM


UK based Intelliflo is seeing an unprecedented amount of migration to its Intelligent Office (iO) business management software from rival firms. The company has just had its best ever quarter in terms of new business, with 931 users switching from alternative systems – including 487 new users at firms moving from Australian-owned IRESS.

This brings the total number of new users at firms having moved from IRESS software during 2015 to over 1000, with one million end clients holding a total of two million plans being successfully migrated from IRESS to Intelliflo’s Intelligent Office since 2012.

Nick Eatock, Intelliflo’s Executive Chairman comments, “Innovations such as our newly enhanced Personal Finance Portal (PFP) are paying dividends in terms of attracting new business to Intelligent Office. This, together with the constant development of straight-through processing with major platform providers and strategic partnerships with some of the leading adviser tools and services, has definitely given us an advantage in the market place.

“However, we are not resting on our laurels. We have plenty of new developments in the pipeline and I hope advisers will continue to see the benefits of making the switch to us.”

For further information contact Jo Rimmer at Redspark PR on 07970 088383 or

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 1,500 firms and 13,300 users with assets under advice of £212 billion (as at 30 Aug 2015).

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.

In March 2015 Intelliflo was listed among the top 25 best performing privately owned technology companies in the UK mid-market. The list is compiled by Megabuyte’s independent and highly-regarded research team and is based on financial performance and long-term potential.