office

Powerful financial software 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. Successful firms use our financial software, intelliflo office, to evolve and keep up to date with their changing needs.

Designed for financial advisers

In-depth industry experience enables us to create award-winning financial software that’s tailored to the real needs of financial professionals.

Extensive and adaptable

The most comprehensive financial software system in the UK market is also the most flexible, scaling and adapting to fit your firm.

Powering life-changing advice

Our pioneering financial software forms the beating heart of over 2,500 financial advisory firms, helping them deliver value where it counts.

Streamline your 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

personal finance portal

A secure online space for you and your clients to communicate and share information.

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intelliflo store

Access the tools you need from a host of industry-leading names.

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eAdviser index

Discover how the UK’s top advisory firms are boosting revenue and efficiency.

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integrated model portfolio service (IMPS)

Take control of your client’s advice journey with our portfolio management solution.

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Extending intelliflo office

Build it your way

Our open architecture lets you select and seamlessly integrate the tools your business needs.

Open API

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.

Developer platform

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.