Intelliflo - Online adviser software

Intelligent Office for providers

Intelliflo offers a range of bespoke solutions for product providers, including Wealthlink and the
Personal Finance Portal.

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Transform your business submission process with Wealthlink – free with
Intelligent Office

Wealthlink is Intelligent Office’s (iO) fully integrated business submission hub that enables you to electronically submit information direct to the UK’s leading provider platforms, reducing the need to re-key data and providing a full two-way new business submission process.

To find out more click here


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Give your client's a bird's-eye view with the Personal Finance Portal

Working hand-in-hand with iO, the new, improved Personal Finance Portal (PFP) gives you and your clients an invaluable tool on which to view financial information and interact via a secure, online 'hub' anywhere and on any device.

To find out more click here