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INTELLIFLO.COM
Portfolio Pathway is now part of intelliflo intelliflo is bringing together the capabilities of five top businesses, including Portfolio Pathway, to deliver a market-leading suite of intuitive solutions forfinancial advisors.
SOFTWARE FOR FINANCIAL ADVISORS RedBlack, Jemstep and PortfolioPathway are now part of intelliflo, for cutting-edge solutions that empower financial advisors to manage clients investments. INTELLIFLO DEVELOPER PLATFORM Current version: Supported desktop browsers: Microsoft Edge with minimum version 15; Microsoft Internet Explorer with minimum version 11 Google Chrome with minimum version 61 INTELLIFLO DEVELOPER PLATFORM Join the intelliflo developer platform. It takes a community to design, build and ship great software. Do you want to build an application that integrates with the intelliflo developer platform? SOFTWARE FOR FINANCIAL ADVISERS intelliflo is now providing a broader range of solutions to create a leader in technologies for financial advice and power the advisoryexperience.
INTELLIFLO OFFICE & INTELLIFLO PLANNING LOGIN Login to intelliflo office and intelliflo planning solution. Intelligent Office is now intelliflo office, streamlining the entire advice process within a single, time-saving system. INTELLIFLO - SOFTWARE FOR FINANCIAL ADVISERS AND MORTGAGE intelliflo is now providing a broader range of solutions to create a leader in technologies for financial advice and power the advisoryexperience.
INTEGRATIONS FOR FINANCIAL ADVISERS integrations Give your business access to the most popular tools and providers all under one roof . Access 100+ ‘best of breed’ connections with platforms, product providers, quotes portals, wealth management tools and other software vendors. VALUATIONS | INTELLIFLO UK valuations Produce client valuations the easy way . For many financial advisory firms, producing real-time valuations can be a laborious task, especially across large client banks and advised products. LOGIN | INTELLIFLO OFFICE Intelliflo - Developer Platform iO - Store Hotdog I4C TechnologyINTELLIFLO.COM
Portfolio Pathway is now part of intelliflo intelliflo is bringing together the capabilities of five top businesses, including Portfolio Pathway, to deliver a market-leading suite of intuitive solutions forfinancial advisors.
SOFTWARE FOR FINANCIAL ADVISORS RedBlack, Jemstep and PortfolioPathway are now part of intelliflo, for cutting-edge solutions that empower financial advisors to manage clients investments. INTELLIFLO DEVELOPER PLATFORM Current version: Supported desktop browsers: Microsoft Edge with minimum version 15; Microsoft Internet Explorer with minimum version 11 Google Chrome with minimum version 61 INTELLIFLO DEVELOPER PLATFORM Join the intelliflo developer platform. It takes a community to design, build and ship great software. Do you want to build an application that integrates with the intelliflo developer platform? SOFTWARE FOR FINANCIAL ADVISERS intelliflo is now providing a broader range of solutions to create a leader in technologies for financial advice and power the advisoryexperience.
INTELLIFLO OFFICE & INTELLIFLO PLANNING LOGIN Login to intelliflo office and intelliflo planning solution. Intelligent Office is now intelliflo office, streamlining the entire advice process within a single, time-saving system. INTELLIFLO - SOFTWARE FOR FINANCIAL ADVISERS AND MORTGAGE intelliflo is now providing a broader range of solutions to create a leader in technologies for financial advice and power the advisoryexperience.
INTEGRATIONS FOR FINANCIAL ADVISERS integrations Give your business access to the most popular tools and providers all under one roof . Access 100+ ‘best of breed’ connections with platforms, product providers, quotes portals, wealth management tools and other software vendors. VALUATIONS | INTELLIFLO UK valuations Produce client valuations the easy way . For many financial advisory firms, producing real-time valuations can be a laborious task, especially across large client banks and advised products.INTELLIFLO.COM
intelliflo is now providing a broader range of solutions to create a leader in technologies for financial advice and power the advisoryexperience.
INTELLIFLO.COM
Our solutions power the advisory experience, so you can focus on what matters most. We support more than 30,000 advisers and represent over 3 million end-investors worldwide, with over $900 billion advised across our solutions. Bringing together leading businesses in the financial services sector, we put our combined experience and expertise to work for our customers across the globe. WeINTELLIFLO.COM
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INTELLIFLO.COM
Join our team and start a career at intelliflo. Be part of an award-winning team. We are the UK’s leading practice management and digital engagement software provider, delivering intuitive solutions to over 30,000 financial professionals worldwide. INTELLIFLO DEVELOPER PLATFORM Join the intelliflo developer platform. It takes a community to design, build and ship great software. Do you want to build an application that integrates with the intelliflo developer platform? INTELLIFLO DEVELOPER PLATFORM The word App is used extensively in these documents and guides so it is worth taking sometime to understand what they are in the context of intelliflo's platform. However if you just want to get started, you can skip this and jump into the App Quick Start to create your first App.. What is an App? If you plan on using our Open APIs, wish to integrate your product within one of ours or if you INTELLIFLO DEVELOPER PLATFORM Current version: Supported desktop browsers: Microsoft Edge with minimum version 15; Microsoft Internet Explorer with minimum version 11 Google Chrome with minimum version 61 INTELLIFLO DEVELOPER PLATFORM This tutorial will get you making your first API call (using Authorisation Code Flow) and returning some data in around 5 minutes. The tutorial assumes that you have a valid and active to intelliflo Office login account - if you do not have an account or have not yet activated the account that was provisioned for you then please do thatnow.
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document designer Taking the hassle out of document production . Creating client documents can be time-consuming and costly, but document designer makesINTELLIFLO PLANNING
intelliflo planning is a powerful and intuitive cashflow modelling application which I have used successfully with a number of my clients. It becomes a living tool which can be updated at each review meeting and new scenarios entered, giving the client comfort This website uses cookies in order to improve your experience. By continuing to use the site you are agreeing to our use of cookies. For more details please view our Cookies Policy.
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WELCOME TO INTELLIFLO Our Intelligent Office business management software is trusted by over a third of the UK financial advice marketFind out more
* iO for financial advisers * iO for mortgage brokers * iO for product providers WELCOME TO INTELLIFLO Our Intelligent Office business management software is trusted by over a third of the UK financial advice marketFind out more
* iO for financial advisers * iO for mortgage brokers * iO for product providers CORONAVIRUS SUPPORT HUB We have created a coronavirus guidance pack to help you navigate through the current circumstances in order to stay connected with your clients and continue delivering valuable financial advice.Find out more
CHANGE THE GAME CONFERENCE Thanks to everyone that attended our first, digital, Change the Game conference! Do take the time to watch the on demand videos which feature a wide range of subjects including: client engagement, shaping your business, business efficiencies and open architecture.Watch them here
INSOURCE YOUR OUTSOURCING Our new integrated model portfolio service (iMPS) is set to revolutionise the way you control your advice process, driving control, efficiency and transparency.Find out more
We're really happy with Intelligent Office and use it to run the entire administration side of our office. We love the fact that it manages all the income for the advisers, the plans for all the clients, but also the tasks with workflows helps the team keep on top of everything that needs doing. The support team are also super helpful if need any extra guidance. Perhaps the best bit about Intelligent Office is that they keep improving and adding to the functionality, such as introducing API recently and teaming up with third parties to integrate some of the data functions. Thomas Dickson, Essential Money Intelligent office is, in my opinion, an industry leader. The integration with providers, highly customisable client profiles and portals, innovative work flow systems and target MI reporting make Intelligent Office an incredibly powerful tool. I would recommend it to any IFA organisation. Richard Adams, Ascot Lloyd I would recommend Intelligent Office to anyone looking to streamline their processes within their team. The workflows, activities etc have made such a huge impact on the efficiencies within our business. The Intelligent Office package stands out due to its links with other software and the development that is being put into the likes of Personal Finance Portal and clients being able to access theirinformation.
Jennie Treeby, Boosst Financial What has been key is the customer service...couldn't have implemented our system without the help of the onboarding team plus, continued support of the help desk as well as an account manager that has always been on hand for me. Elain Hughes, Ardent IFA Ltd Intelligent Office allows us to hold and update client information easily. It also allows us to link to other software without the need to duplicate data entry. I also like the fact that I can access data from anywhere in the world and at any time. There is so much more that it can do, that I haven't yet discovered! Charles Rickards, PLS Financial Services Ltd Intelligent Office is easy to use, with huge capability and supports the whole team in keeping clients information updated and secure. The Personal Finance Portal (PFP) is a great way of communicating via a secure portal and saves lots of paper by allowing clients to access information without having printed copies. Helen Thomas, Thomas & Gentry Independent Financial Advisers Ltd As a small, directly authorised firm, we initially used Intelligent Office to automate our client valuations and income reconciliation. However, we have subsequently extended our use to structure our business processes with the ongoing support of the Intelliflo team. Intelligent Office now forms a technical backbone to our business, providing valuable business oversight and compliance reporting. Henry Weldon, JH Family Office Ltd Great back office system. A system that genuinely offers inter connectivity and a support team with a can do attitude. Best business decision we've made. Phil Stevenson, Ark Financial Planning Ltd We're really happy with Intelligent Office and use it to run the entire administration side of our office. We love the fact that it manages all the income for the advisers, the plans for all the clients, but also the tasks with workflows helps the team keep on top of everything that needs doing. The support team are also super helpful if need any extra guidance. Perhaps the best bit about Intelligent Office is that they keep improving and adding to the functionality, such as introducing API recently and teaming up with third parties to integrate some of the data functions. Thomas Dickson, Essential Money Intelligent office is, in my opinion, an industry leader. The integration with providers, highly customisable client profiles and portals, innovative work flow systems and target MI reporting make Intelligent Office an incredibly powerful tool. I would recommend it to any IFA organisation. Richard Adams, Ascot Lloyd INTELLIGENT OFFICE IN THE SPOTLIGHT Number of firms using iO2,500
Number of users using iO25,000
Assets under advice (£ billion)455
Discover how Intelligent Office can benefit you INCREASING ADVISER REVENUE Digitise, define and data management – are you a 3D advice business? Our white paper explores how you can structure for success.Download your copy
APPROVED ASSOCIATE SYSTEM It’s simplifying the advice process for all that drives us, so we’re delighted to be the first technology-based system to be awarded ‘Approved Associate System’ by Standards International.Read more
BEST BACK-OFFICE SYSTEM We're absolutely delighted to win 'Back-Office system' of the year at the Professional Paraplanner awards and we'd like to thank everyonethat voted for us.
Read the full articleABOUT INTELLIFLO
Intelliflo has been providing web-based software to the UK financial services sector since its formation in 2004. Our leading web-based practice management software, Intelligent Office, has continually evolved to meet regulatory and market changes and is widely used by UK financial advisers to help them become leaner and more efficient, manage their business risks and increase their profits. By integrating with a huge range of platforms, service and tool providers, Intelligent Office supports modern advice firms in providing their clients with unparalleled service. The Personal Finance Portal, now including an automated advice option, helps them deliver that service in a secure and engaging way, improving the client experience and helping to grow and scale businessescost-effectively.
OUR CLIENTS AND PARTNERS TRUST US Intelliflo helps power businesses right across the financial sector.*
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