Solution introduction

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?

Free up time to focus on your business
Managing a business is hard work – but intelliflo office can save you time, money and stress.

Whatever the size of your firm, intelliflo office provides a streamlined business management system tailor-made for financial advisers.

Accessible from anywhere, any time, this office management software takes the legwork out of management, improves the client experience and allows you to focus your efforts on your advice.

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

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