Intelliflo - Online adviser software

Videos

A selection of video clips detailing the business benefits of iO, insights on the financial sector and some satisfied customers.

point-right20x About Intelliflo
point-right20x Client testimonials
point-right20x Other videos

About Intelliflo
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Become lean and efficient, manage your risks and build a better business with Intelligent Office.

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See how our clients are using Intelligent Office to improve their profitability.

Client testimonials
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Pembroke Financial Services switched to Intelligent Office in order to streamline their advice process. Hear how Intelligent Office has benefitted their business.

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Switching business management system is a challenging process, but one Intelliflo endeavours to make as painless as possible. Find out how Pembroke Financial Services found the experience of moving to iO.

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Chameleon PA uses Intelliflo's Intelligent Office (iO) business management software to help its clients by driving accuracy and efficiency in the processes it supports them with. Watch their story here.

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PK Financial, which sits within the PK Group, is a firm of financial advisers that switched to Intelligent Office in order to drive growth, efficiency and cost savings across the business. 

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There are a multitude of benefits to using iO in your business. See what Lumin Wealth Management has to say about the benefits that it has brought their business here.

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Alan Moran explains why he made the decision to switch to Intelligent Office.

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Tim O'Connor explains how by choosing Intelligent Office he has future-proofed his business.

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See how our clients are improving their customer service and getting a great return on their investment into Intelligent Office.

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“We just felt iO delivered a better overall package for us to take the business forward” – Derek Miles, Chief Executive, Aspira Corporate Solutions Ltd.

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Aspira Corporate Solutions Ltd speak about the Management Information insights they get from Intelligent Office.

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See how Intelligent Office can help
stream-line income matching and help you to manage your regulatory reporting requirements.

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See how Intelliflo’s client services team work alongside our clients to provide unparalleled advice and support.

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See how a digital age adviser firm saves £160k a year.

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The move to Intelligent Office represents the biggest investment we've made in a single initiative since the Network launched back in 2004, and is a key element of our commitment to ensuring that Legal & General's distribution network is the strongest in the market.

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View a case study on how CMG Advisers LLP researched business management systems and are enjoying the benefits Intelligent Office brings to their business.

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See how our clients are overcoming technology concerns and benefitting from the advantages of using our web-based system, Intelligent Office.

'Change the game' Conference
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CTG2017 brought together leading industry voices and providers as we looked at the future of the financial advice industry and how advisers are deciding it right now.

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Highlights from our Change the Game conference 2016 at the Business Design Centre in Islington, London.

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Highlights from our inaugural Change the Game conference at the Business Design Centre in Islington, London.

Other videos
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FINTECHforum brings you an expert panel to discuss collaboration, robo-advice, international regulations, data analysis and future trends.

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We have recently implemented a new tool called Splunk which enables us to collect data from numerous sources, analyse and act upon the findings. In this video, Intelliflo's Chief Operating Officer, Rob Walton gives an overview of how it works.

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Some advisers with ‘supermodel’ strategies are getting lucrative business from focusing on the affluent but many more are finding such clients elusive, with the majority of potential new clients being far from asset-rich.

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Watch a demonstration of our Personal Finance Portal (PFP) system

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How using integrated technology solutions, users can create greater efficiency and timesaving in their existing businesses processes. Freeing up more time for firms to spend with their overall servicing costs.

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The expert panel included Nick Eatock, Intelliflo's Chief Executive and debates how the support provided to advisers is expected to evolve over the next 3 to 5 years.