One powerful system to
drive your business forward
The financial advice sector is changing. More and more consumers are demanding access to products and services online, whenever and wherever they need it. So how can successful firms evolve to keep step with these changing needs?
Designed by advisers, for advisers
In-depth industry experience enables us to create award-winning software that’s tailored to the real needs of financial professionals.
Extensive and adaptable
The most comprehensive business management system on the UK market is also the most flexible, scaling and adapting to fit your firm.
Powering life-changing advice
Our pioneering technology forms the beating heart of over 2,500 financial advisory firms, helping them deliver value where it counts.
Streamline the advice process
As well as providing clients with easy online access to your services, intelliflo office lets you streamline the entire advice process, giving you more time to focus on your client relationships.
- Reduce your costs and enjoy the convenience of 24/7 remote access
- Save time by managing the entire advice process via one user-friendly system
- Key in your client’s data once and use it for many different purposes
- Scale to suit the size of your business
- Integrate the tools you use most via the intelliflo store, showcasing 100+ ‘best of breed’ platforms, product providers and more
Extending intelliflo office
Build it your way
Our open architecture lets you select and seamlessly integrate the tools your business needs.
intelliflo's Open API (Application Programming Interface) securely opens up intelliflo office to financial advice firms and other third parties, allowing them the easy integration of all kinds of service-enhancing apps.
The intelliflo office developer platform allows customers and third-party app developers to create new and innovative apps to complement the intelliflo office user experience.
It includes tools and documentation to support and manage the entire app development process.
intelliflo office is, in my opinion, an industry leader. The integration with providers, highly customisable client profiles and portals, innovative work flow systems and target MI reporting make intelliflo office an incredibly powerful tool. I would recommend it to any IFA organisation.
I would recommend intelliflo office to anyone looking to streamline their processes within their team. The workflows, activities etc have made such a huge impact on the efficiencies within our business. intelliflo office stands out due to its links with other software and the development that is being put into the likes of personal finance portal and clients being able to access their information.
What has been key is the customer service...couldn't have implemented our system without the help of the onboarding team plus continued support of the help desk as well as an account manager that has always been on hand for me.
Ardent IFA Ltd
intelliflo office allows us to hold and update client information easily. It also allows us to link to other software without the need to duplicate data entry. I also like the fact that I can access data from anywhere in the world and at any time. There is so much more that it can do, that I haven't yet discovered!
PLS Financial Services Ltd
As a small, directly authorised firm, we initially used intelliflo office to automate our client valuations and income reconciliation. However, we have subsequently extended our use to structure our business processes with the ongoing support of the intelliflo team. intelliflo office now forms a technical backbone to our business, providing valuable business oversight and compliance reporting.
JH Family Office Ltd
Great back office system. A system that genuinely offers inter connectivity and a support team with a can do attitude. Best business decision we've made.
Ark Financial Planning Ltd
We use intelliflo office to run the administration side of our office. We love the fact that it manages all the income for the advisers, the plans for all the clients, but also the tasks with workflows helps the team keep on top of everything. Perhaps the best bit about intelliflo office is that they keep improving and adding to the functionality, such as teaming up with third parties to integrate.