Intelliflo - Online adviser software

Intelliflo delivers increased time efficiencies through link with Virtual Cabinet

By Jo Gilbey
Find me on: LinkedIn Google+ Sep 21, 2015 9:45:00 AM

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Intelliflo, the leading provider of web-based business management software to over 1,450 firms has partnered with Lindenhouse Software’s leading document management solution Virtual Cabinet to deliver increased efficiencies for clients.

Virtual Cabinet is the preferred document management & cloud portal solution of 30 of the top 100 UK accountancy practices. It combines industry-leading document management with secure client communication and the electronic sign-off of documents through an integrated portal.

Wenda Field, Intelliflo’s Sales Director comments, “Our partnership with Virtual Cabinet will enable advisers to reduce admin time and increase efficiency, both key factors in running profitable businesses and a key part of our strategy for delivering tangible benefits and added value to our clients.

“This continues our philosophy of being open and integrating with best of breed partners across the financial advice landscape.”

Mark Woolley, Director, Lindenhouse Software comments: “We are excited to be forging stronger links with Intelliflo and enhancing the integration between our products will improve efficiency for financial advisers at a time when the industry is looking for ways to become more agile. The extension of our partnership will help support our mutual growth strategies.”

Antrams Financial Services, (West Sussex office), is one firm set to benefit from tighter integration between Virtual Cabinet and Intelligent Office. A long-term user of both systems, Mark Robinson, Financial Planner, Antrams, believes the time-savings are persuasive. Mark comments: “Anything that can save between four and five minutes every hour soon adds up and before you know it, you have saved a full eight hour day. We welcome the prospect of even tighter integration and know that it will bring added efficiencies to the firm.”

For further information contact Jo Rimmer at Redspark PR on 07970 088383 or email jo@redsparkpr.com.

About Intelliflo

Intelliflo (www.Intelliflo.com) 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 1,450 firms and 12,600 users with assets under advice of £207 billion (as at 30 June 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.

About Virtual Cabinet

Virtual Cabinet (www.virtualcabinet.co.uk) is the preferred document management & cloud portal solution of professional firms including 30 of the top 100 UK accountancy practices and it combines industry strength document management with secure client communication and the electronic sign-off of documents through an integrated portal. This represents a major step forward in the professional markets the company serves.