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Intelliflo has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based practice management software, Intelligent Office, is the most widely used by new UK financial advisers* and helps financial businesses large and small to improve efficiency and increase profits. Intelligent Office supports over 2,300 firms and over 21,250 users with assets under advice of £379 billion (as at 1 July 2018). Intelliflo was named Best Technology Provider 2017 and 2018 at the Professional Adviser Awards and Best Back Office System 2017 and 2018 by Professional Paraplanner magazine. ISO27001 accreditation assures advisers that their data is safeguarded within a high quality security management framework.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.