Intelliflo provides web-based software for the UK financial services industry
Videos and demos



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

Improving Cost Control & Profitability


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

The Benefits of Being Web-based


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

Managing Regulatory Risk


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

Service & Support


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

Testimonial - Legal and General


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.

Embracing technology


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.

Interview - Mark Thompson, CMG Advisers


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

Death of Technophobe Advisers


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.