Leading provider of web-based business management software, Intelliflo, has integrated with
James Brearley & Sons and Praemium to offer bulk valuations from within Intelliflo’s Intelligent Office system. This brings the existing list of providers supported by Intelligent Office to over 50.

Leading financial services IT software firm, Intelliflo - listed among the top 25 best performing privately owned technology companies in the UK - has partnered with Mortgage Brain to offer a complete online mortgage solution for its users.

Leading UK-based adviser management software firm Intelliflo has revealed plans to provide advisers with a simplified advice service. The capability, which will be embedded in its existing Personal Finance Portal (PFP), will enable advisers to service a broad base of clients, regardless of the size of their assets.

North-West based LIFT-Financial is the latest firm to switch from IRESS to Intelliflo’s Intelligent Office (iO) specialist adviser management software.

LIFT-Financial is one of the UK’s leading firms of Chartered Financial Planners with over 50 advisers and support staff operating from offices in Altrincham, London and Edinburgh. The decision to switch was driven by the superior functionality of the iO system plus the availability of the newly enhanced personal financial hub, PFP.

UK based Intelliflo is seeing an unprecedented amount of migration to its Intelligent Office (iO) business management software from rival firms. The company has just had its best ever quarter in terms of new business, with 931 users switching from alternative systems – including 487 new users at firms moving from Australian-owned IRESS.

Intelliflo, the leading provider of web-based business management software to over 1,450 firms has partnered with Lindenhouse Software’s leading document management solution Virtual Cabinet to deliver increased efficiencies for clients.

UK advisers are finding social media channels increasingly useful for attracting new clients, keeping up with financial news and looking at what competitors are doing but the majority are yet to have formal written policies in place for employees, according to the second survey into social media usage by leading adviser software provider, Intelliflo.

West Country financial services company, Lyn Financial Services has chosen Intelliflo’s Intelligent Office (iO) as its office management system, replacing its in-house facility to enable the firm to continue to grow and expand its services across the Devon and Somerset regions.

Intelliflo, the UK’s leading provider of web-based business management software, has invested in an enhancement to its Intelligent Office (iO) service that is delivering a 50 percent improvement in page response times for the majority of its 12,600 users.

Intelliflo has welcomed the UK government’s commitment to deliver an open Application Program Interface (API) standard that will enable consumers to access apps that bring together financial data across a range of products and from different product providers.