Intelliflo to launch digital advice portal for advisers

By Jo Gilbey
Find me on: LinkedIn Oct 14, 2015 9:26:16 AM


Leading UK-based adviser management software firm Intelliflo has revealed plans to provide advisers with a simplified advice service. The capability, which will be embedded in its existing Personal Finance Portal (PFP), will enable advisers to service a broad base of clients, regardless of the size of their assets.
Intelliflo is already in design and build with a range of third party providers with a view to providing access to configurable trading capability initially for investment and protection products, utilising investment risk profiling and several pre-defined investment portfolios. It will also facilitate the construction of bespoke risk-rated portfolios by advisers for their own clients specifically.

The capability will ‘red flag’ clients with high value assets or requirements that are not straight-forward, automatically directing them to their adviser to seek more personal advice.

Nick Eatock, Intelliflo’s Executive Chairman comments “The Government has already set out its commitment to opening up advice for consumers with low value assets. Our new service will aim to equip advisers with the tools to offer an automated function for people who want access to protection and investment solutions at low cost while ensuring that those who would benefit from personalised advice are identified and offered assistance. It’s a form of robo-advice that keeps the adviser central to the process. We have set up a working group with a number of adviser firms to help design the solution effectively.”

Intelliflo will launch the new capability in Q2 2016 and is working initially with six advice firms who wish to launch the service. Pre-registration for the service is available now for existing clients. This will provide insights into what’s being developed and enable advisers to help influence it, as well as putting them in prime position for the first wave of releases.

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.