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. Our open architecture philosophy enables you to build your business management software, your way, by enabling you to integrate the tools you need.

Products to help support the advice process in financial services

Welcome to Intelligent Office

Intelligent Office (iO) 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. Based on open architecture, it’s the most comprehensive and flexible business management system in the UK financial services market.

Intelligent Office at a glance

  • The beating heart of over 2,350 financial advisory firms
  • Web-based - giving lower costs, quicker updates and 24/7 remote access
  • Fully integrated and scalable for businesses of any size
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Intelliflo Ecosystem

Intelligent Office, built on an open architecture philosophy, lets you manage the entire advice process within a single technology eco-system, giving you access to 400+ industry connections with the platforms, product providers, quote portals, wealth management tools and other software vendors you use day in day out.

This allows you to key in your client’s data once, and use it for many different purposes, all within a single, time-saving system. It’s all part of our philosophy to give you access to the industry’s ‘best of breed’ tools all under one roof.

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Providing an ‘Omni-channel’ approach for your customers

An ‘omni-channel’ approach is a description of true continuity of the customer experience, enabling them to interact across multiple channels e.g. face to face, on the phone and online.

With continual advances in technology, consumers have more communication tools at their disposal, and this is having an impact on their behaviour. Consumers have more control now than ever before and are dictating the way they wish to purchase products and services. Businesses need to be aware of both the pitfalls and advantages of this behavioural change and how this behaviour impacts them.

Awards and accreditations

Number of users
using iO

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21,500*

Number of firms
using iO

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2,350*

Average page
response time

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493ms*

RMAR reports run
last 12 months

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23,055*

Valuation requests
last 12 months

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173m*

iO logins
last 90 days

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21,801*

Total assets
under advice

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£390bn*

Total fees
last 12 months

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£125m*

*As of 01/11/2018 

Key dates timeline

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Find out more about our solutions

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