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Home Back Office Systems Intelligent Office (Intelliflo)

Willingness to recommend

3.45/5

Based on 202 reviews

Intelligent Office (Intelliflo)

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Value for money

3.33/5

Support

3.33/5

Integrations

3.78/5

Based on 9 reviews

Intelligent Office is an award-winning web-based business management system for financial advisers, mortgage advisers, network providers, service providers and for those in the enterprise sector. Based on open architecture, it’s the most comprehensive and flexible business management system in the UK financial services market.

We know that the financial advice sector is changing, so we built Intelligent Office to streamline the entire advice process, giving you more time to concentrate on growing your business. Our open architecture philosophy enables you to build your business management software, your way, by enabling you to integrate the tools you need.

NextWealth view

A popular back office choice, used by nearly half of the advisers we surveyed. Its 2018 purchase by Invesco was well received by the market and heralds more product investment in future. In a field where lack of integration is a major hold-up, Intelliflo receives praise for its iO Store with downloadable integrations and for its commitment to open architecture. However advisers tell us the sales pitch is better than the actual implementation and the software requires more set up and customisation than many had initially believed in order to be fully effective. Intelliflo seem to be working to address concerns. Recent acquisitions of i4C (cash flow modelling) and an API link to FundsNetwork may address some adviser frustrations about re-keying and a lack of integration.

Assets under influence:
£395 billion

Integrations

3.78/5
Based on 9 reviews
Cash Flow Modelling
Client Portal
Other
Platform
Research
Risk Profiling

CashCalc

i4C

Prestwood:Truth

Voyant

The Personal Finance Portal (Intelliflo)

AJ Bell

Assureweb (iPipeline)

ATEB Suitability

DocuSign

Fundment

Genovo

MoneyHub

Mortgage Brain

Mortgage Trading Exchange

O&M Profiler

Papercloud iO

Prudential

SEI Goal Portal

Solution Builder (iPipeline)

Vitality

7IM

Aegon Platform (formerly Cofunds)

Cofunds

Standard Life Elevate

Standard Life Wrap

Zurich

Defaqto

FE Analytics

Selectapension

The Exchange

Trigold

 Defaqto Engage

 Synaptics

Dynamic Planner

eValue Advisa Centa

EValue Risk Profiler

FinaMetrica Profiler (PlanPlus)

Oxford Risk

Reviews

Leave a review for Intelligent Office (Intelliflo)
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service

Comprehensive tool with extensive functionality, a significant amount of which we haven't fully adopted. Strong in terms of the basics: capturing client and plan info; task management; document management all pretty good, while integrations with other applications for valuations in particular is decent and improving. However UI is quite old-fashioned and clunky, with a finish that looks like something still in development in places, and more peripheral capabilities need improvement: Reporting engine powerful but not very user-friendly; Workflow clunky and non-intuitive and the Diary basically unusable. Also a bit surprised that there has been no major enhancement in terms of... read more look and feel in 2 years. Support is mixed but it's undoubtedly easier to get through to the Helpdesk now than it was a year ago. The Community can feel like a bit of a black hole at times. Overall: Good, but plenty of scope for improvement.

Rupert Hill February 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service

I started a new business from scratch using iO. Two years in and there is still a mass of functionality that I haven't even scratched the surface of yet. It takes a good while to get your head around the process that iO uses to move clients through the engagement process, and you can keep adding more and more information to client records to improve the quality of the information you have access to through it. The fee reconciliation, again, after understanding the set up process, is almost always seamless. Yes, it's a complex system, but... read more we operate complex businesses and iO appears to be offering a very robust and comprehensive back office to support this. Lots of good integrations (but as with most things, nothing is 100% just the way you want it), and they always seem to be working on more.

Simon Glazier January 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
IO has provided us with a wealth of tools to keep control of our client bank, produce in depth MI reports to analyse our business and data, is an excellent tool for income/fees reconciliation, and is a integral part of all of business processes. It has taken some time to get IO to where we want it and for it to produce the information we require, but this takes time and administration resources. The system is only as good as the information entered into it.
Anonymous January 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous December 2019
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
2/5
Service
Integrations with other systems, far in front of other systems for that but still a long way to go.
Anonymous December 2019
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
No comment left by user
Darren Cooke October 2019
3/5
Willingness to recommend
5/5
Integrations
3/5
Value for money
4/5
Service
More support in the early days of using the service
Chris Daems October 2019
3/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
1/5
Service
When iO works, it works really well. It can make life easier and the business more efficient. But when it goes wrong, the support is poor, and things go wrong too often.
Alasdair walker October 2019
1/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
2/5
Service
clunky and support unresponsive. just looking for a simple back office system to integrate with best of breed .
Anonymous October 2019
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