Intelliflo - Online adviser software

Services helping you every step of the way

We offer a range of services to help you get the most from Intelligent Office. From training through to free
MI-reporting, we’ve got everything you need to take your proposition to the next level.

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Tailored onboarding services 

Maximise your return on investment into Intelligent Office (iO) by taking advantage of our industry leading onboarding service.

We recognise that changing business management technology or embedding it into your business for the first time can be a big commitment. Designed to support you every step of the way, our onboarding service comprises a team of industry experts who’ll ensure every element of your transition to iO is seamless.

To find out more click here


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The Intelliflo Training Academy

Our comprehensive range of training solutions will help you get the most from Intelligent Office. However and wherever you prefer to learn, we've got a course to suit you:

  • eLearning Academy – FREE self-guided, self-paced online training with tests to ensure understanding
  • Trainer-led face to face, classroom-based training at our office or yours
  • Trainer-led interactive, online training on scheduled dates and times run through ‘Go to Meeting’ technology
  • Webinars – FREE non-interactive webinars to view at your convenience

To find out more click here

Find out more about our training courses

Call us now on 0845 230 3800 selecting option 2 or contact us online


Data migration

Seamless data migration

We know that client data is the lifeblood of your organisation and you may have been using a number of systems prior to Intelligent Office. With our data migration service you can rest assured that your data migration and cleansing will be a smooth, hassle-free process.

At Intelliflo we commit considerable time and resources to data, so you can reap the benefits of:

  • Highly skilled data migration from legacy back-office systems
  • Enhanced use of the data within your business
  • A secure environment for importing data is used, all run in-house for safety
  • Two migration options – Standard and Bespoke.

Download our data migration factsheet

Find out more about our data migration and cleansing service

Call us now on
0330 102 8400 selecting
option 2 then 4


Intelliflo support

Dedicated to your support

Our friendly, experienced support team is focused on you. We offer:

  • UK based staff – no outsourced call centres
  • Rapid call response time – on average we pick up within three rings
  • Continual investment in system enhancements and functionality
  • Provide latest software updates as soon as they’re available.

Speak to our support team

Call us now on
0330 102 8400 selecting
option 1


Intelliflo account management

Our Account Management team are here to help

With a wealth of experience of both technology and the UK financial services sector, many of our team have worked for advisers and providers. This means that we truly understand your requirements and can ensure you get the most out of
Intelligent Office.

You’ll benefit from:

  • A dedicated account manager who understands your business
  • A personal, first-class service – one that’s tailored to you
  • A strong work ethic – we go above and beyond for our clients
  • Advice and bespoke solutions – we’re always on hand
  • Regular communication including monthly tips and product information.

Get in contact with your Account Manager

Email us
View list of Account Managers


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iO Insight – helping you improve efficiency with straight-forward MI reporting on your business

Designed to help you get under the skin of your business and available to all existing Intelligent Office users, iO Insight is our free reporting service that provides you with regular management information reports specific to your everyday operations.

To find out more click here