By Jo Gilbey • Aug 1, 2016 8:45:40 AM • Tech/ CRM & data/ Financial adviser software

Intelliflo has launched an Open API for its award winning business management system, Intelligent Office (iO), enabling its adviser and supplier partners to integrate their own solutions and processes fully with the data and functionality within iO.

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WEALTH at work - a leading provider of financial education in the workplace, has selected Intelliflo’s Intelligent Office (iO) to power its extensive suite of services.

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Intelliflo is pleased to announce that Mazars Financial Planning Ltd, part of the Mazars Group, has chosen Intelliflo’s Intelligent Office (iO) as its business management system.

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By Jo Gilbey • Jun 16, 2016 10:04:38 AM • Robo advice/ CTG conference

Large product providers going direct to clients is seen as the biggest threat to adviser businesses, according to a poll carried out at two recent Intelliflo ‘Change the Game’ conferences.

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Leading adviser management software provider Intelliflo has announced details of the investment providers who will feature in its Automated Advice Service when it launches this summer to clients of advisers using the Intelligent Office (iO) Personal Finance Portal (PFP).

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By Jo Gilbey • May 12, 2016 10:30:00 AM • Tech

This summer advisers using Intelliflo’s Personal Finance Portal (PFP) will have the option to interact digitally with their clients via virtual face-to-face meetings, thanks to an integration with SaleMove. This will allow them to securely share and view documents and other information in PFP, safe in the knowledge that all ‘conversations’ are automatically recorded against the client record in Intelligent Office (iO).

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By Jo Gilbey • May 9, 2016 11:07:15 AM

Intelliflo is launching a new training academy which offers users of its Intelligent Office (iO) software access to an enhanced range of training designed to maximise the benefits offered by the system.

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By Jo Gilbey • Apr 4, 2016 11:18:00 AM

Leading adviser management software provider, Intelliflo, has today announced details of the Simplified Investment Advice service targeted to launch this Summer to clients of advisers using the Intelligent Office (iO) Personal Finance Portal (PFP). Advisers can choose which clients have access to the service.

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By Jo Gilbey • Mar 29, 2016 10:00:00 AM

A survey* with 169 users of Intelliflo’s Intelligent Office during March 2016 has found:

  • half (50%) would welcome Britain leaving the EU
  • nearly two thirds (62%) say leaving will have a positive or no effect on the long term future of the UK
  • just over a third (34%) say they want to stay part of Europe
  • slightly more than a third (38%) say leaving will have a negative effect on the UK
  • one in six (16%) remain undecided about whether to stay or go
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By Jo Gilbey • Feb 24, 2016 11:36:00 AM

Intelliflo has created a new team to meet the growing demand for its Personal Finance Portal (PFP) service. The portal, which allows clients of advisers using Intelliflo’s Intelligent Office (iO) software to access their financial status digitally at any time, was expanded last year to include access to bank accounts and savings plans held outside of the adviser relationship.

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