Intelliflo provides web-based software for the UK financial services industry
Find out about Intelligent Office

Intelligent Office

We know that the financial advice sector is changing, so we built Intelligent Office to streamline the entire advice process, giving you more time to concentrate on growing your business.

iO features

Everything you need to power your business

Intelligent Office is an award-winning web-based business management system for financial advisers, mortgage advisers, network providers, service providers and for those in the enterprise sector. Built around your needs, it’s the most comprehensive and flexible business management system readily accessible across multiple devices in the UK financial services market.

Intelligent Office at a glance

  • The beating heart of over 1,500 financial advisory firms
  • Web-based - giving lower costs, quicker updates and 24/7 remote access
  • Fully integrated and scalable for businesses of any size


Become lean and efficient

Streamline your administration to allow more billable time.


Manage the risks

Standardise your compliance processes to comply with regulation.


Build a better business

Improve efficiency and capacity to increase your profit.

Intelliflo's timeline

Book your team a training session, online or face-to-face

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Mark Thompson of CMG Advisors explains the benefits of Intelligent Office

See the change Intelligent Office makes

Market-leading software for the mortgage adviser

Market-leading software for the mortgage adviser

Find out more about our mortgage solutions

Intelligent Office for enterprises

Intelligent Office for enterprises

Find out more about our enterprise solutions

We offer a range of provider-specific options

We offer a range of provider-specific options

Find out more about our provider solutions