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Intelliflo

Intelliflo provides software for financial advisers, mortgage broker software and financial CRM software in a web based business management and practice management system for the UK financial services industry. Our multi-award winning software, Intelligent Office (iO) is utilised by 47% of the regulated financial advisory industry.

Essentially, our back office system for financial advisers underpins the practice management of our clients. Our integrations with platforms and service providers are unparalleled and our back office software provides IFAs and financial advisory firms with the financial planning tools to offer their clients a modern, safe and efficient online advice option.

Whether you are looking to increase efficiency in your business, make regulatory compliance more straightforward or provide automated advice, or robo advice via our Personal Finance Portal, our financial planning software, iO, can help you.

How to Connect to FinaMetrica from the Intelliflo portal.