IntelliFlo

IntelliFlo Ltd. is a provider of web-based business management software tailored for the financial services industry in the United Kingdom. Founded in 2004 and based in Kingston-upon-Thames, the company offers its flagship product, Intelligent Office, which serves various financial professionals including advisers, mortgage advisers, and service providers. Intelligent Office features a comprehensive suite of tools for client management, financial planning, document management, compliance, and workflow, alongside integrated solutions like FE Analytics for investment research and portfolio monitoring. Supporting over 30,000 financial professionals globally, IntelliFlo aims to simplify complex digital processes and enhance operational efficiency, ultimately facilitating better access to financial advice. The company continuously evolves its offerings to meet the dynamic needs of its clients and their customers.