Intelliflo

Intelliflo Ltd. is a provider of web-based business management software tailored for the financial services sector in the United Kingdom. Founded in 2004 and based in Kingston-upon-Thames, the company offers its flagship product, Intelligent Office, which serves a diverse clientele, including financial advisers, mortgage advisers, and service providers. This platform encompasses a wide range of features such as client management, financial planning, task management, compliance, and document management, enhancing operational efficiency for its users. Additionally, Intelliflo provides tools for investment research and portfolio monitoring through its FE Analytics module. The company aims to simplify the advisory experience by leveraging open software architectures and continuously evolving its technology to meet the needs of over 30,000 financial professionals worldwide, thereby supporting over three million end-investors. Through its comprehensive solutions, Intelliflo seeks to widen access to financial advice and improve the overall efficiency of financial advisory practices.