Intelliflo

IntelliFlo Ltd. is a software company based in Kingston-upon-Thames, United Kingdom, that specializes in providing web-based business management solutions for the financial services sector. Established in 2004, the company’s primary product, Intelligent Office, caters to a diverse clientele including financial advisers, mortgage advisers, and network providers. This comprehensive platform features tools for client management, financial planning, compliance, and workflow management, as well as capabilities for lead management, document management, and income reconciliation. Additionally, Intelligent Office includes FE Analytics, which supports investment research and portfolio monitoring. By focusing on software as a service, IntelliFlo aims to deliver practical solutions that enhance efficiency and align with the evolving needs of its users, ultimately helping them reduce manual processes and improve operational effectiveness.