Intelliflo - Online adviser software

Intelliflo’s proven web-based service attracts increased business

By Jo Gilbey
Find me on: LinkedIn Google+ Jun 9, 2015 4:29:00 PM

handshakeIntelliflo is witnessing increased new business enquiries and sign-ups from firms moving from alternative adviser business management systems. During May 2015, a record 41 firms signed up for the web-based Intelligent Office system.

These included DB Wood and Investors Planning Associates, which switched to Intelligent Office citing functionality as the key reason for moving from their existing system provider. Customer service was also important in the decision making.

Nick Eatock, Intelliflo’s founder and Executive Chairman comments: “We’ve been providing web-based solutions for adviser firms for over ten years and our clients choose us because they know they can rely on our system to support their business, regardless of their size or complexity of requirements.

“Many advisers are realising how essential technology is to enabling them to run leaner, more effective businesses and we make it our business to deliver first class systems and service to support our clients across all aspects of their businesses.”

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 1,400 firms and 12,500 users with assets under advice of £194 billion (as at 31 March 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 DB Wood

DB Wood are Wealth and Risk Management Advisors, based in Nottinghamshire and employ in excess of 25 staff.