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Home Practice Management System Intelligent Office (Intelliflo)

Willingness to recommend

3.49/5

Based on 274 reviews

Intelligent Office (Intelliflo)

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Value for money

3.44/5

Support

3.37/5

Integrations

3.68/5

Based on 81 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

3.68/5
Based on 81 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research
Suitability Profiling

Insignis Cash Solutions

CashCalc

EValue Lifetime Cashflow Planner

i4C

PlanLab

Prestwood:Truth

Voyant

Advicefront

moneyinfo

The Personal Finance Portal (Intelliflo)

AJ Bell

Assureweb (iPipeline)

ATEB Suitability

CoInvestor Technologies

DocuSign

Experian QAS Postcode Lookup

FE Price Feed

Fundment

GB Group eIDV

Genovo

Glia Online Meeting and Screensharing

Invesco Model Portfolio Service

iPipeline

Model Office Compliance and Business Support

Momentum Moneyhub

MoneyHub

Mortgage Brain

Mortgage Trading Exchange

O&M Profiler

Papercloud iO

Prudential

RingCentral

SEI Goal Portal

Solution Builder (iPipeline)

Timeline

Twenty7Tec

Vitality

Advance by Embark

Aegon Platform (formerly Cofunds)

Cofunds

Standard Life Elevate

Standard Life Wrap

Adviser Asset

Defaqto

EValue Advisa Centa

FE Analytics

Mortgage Brain Anywhere

O&M Systems

Selectapension

Synaptics

The Exchange

Trigold

Defaqto Engage

Dynamic Planner

eValue Advisa Centa

EValue Risk Profiler

FinaMetrica Profiler (PlanPlus)

Oxford Risk

Synaptics

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Intelligent Office (Intelliflo)
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 March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
works well
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
Provides all the info needed
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
I think it's a good system
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
It seems to do everything we require
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
"Great tool for managing your clients info
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
good but not perfect
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
3/5
Service
They are the market leader with IFA's
Anonymous March 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
1/5
Service
very clunky process. Used only for resolving fees/commissions
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
They do a lot well
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
A user of 10 years we couldn't manage without it
Anonymous March 2020
1/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
1/5
Service
"Over priced
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
2/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
So far so good
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
3/5
Value for money
4/5
Service
good system
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
2/5
Service
"It's clunky
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
3/5
Service
Dear
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Fairly powerful tech but with poor usability
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
Ran by network so limited experience
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
It's a good system.
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Like what it does
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Works ok for us - we could potentially use it better
Anonymous March 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
1/5
Service
wish we had not moved - promises given never came through
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Because I think it's a great bit of kit
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
Industry standard back office system
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Does what we need but wouldn't rave about it. Needs 2 way integrations
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
1/5
Willingness to recommend
3/5
Integrations
1/5
Value for money
1/5
Service
"clunky
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
2/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
3/5
Service
not user friendly
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
The system has been reliable & it gives advisers some consistency re fact finds
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
"Good system when working smoothly...but prone to time out / limit data re notes sections etc so sometimes data needs to be rekeyed. No standard spell checker on fact find / notes section
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
3/5
Service
brand new and too early to tell
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
3/5
Value for money
3/5
Service
Very forward thinking
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
a new user not fully used to their system
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
"Only just started using it
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Meet majority of demands
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
1/5
Service
only just started using it but to be honest it is pretty crap - or my firm are crap at integrating it
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
makes life easier. good for re-sale value
Anonymous March 2020
1/5
Willingness to recommend
2/5
Integrations
1/5
Value for money
1/5
Service
"had real problems with the tech
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
I am still getting to grips with it but it seems very good
Anonymous March 2020
1/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
I don't use it - my support staff use it. they do not speak highly of it but I have little personal experience
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
2/5
Service
Good tool. Support has deteriorated with growth but compares well to other options
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Support can be patchy
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
"new users in the past 18 months
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
4/5
Service
Good service and fits our needs
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
"As a DFM as well as financial planners we have not been able to integrate as well as we had hoped
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
1/5
Service
It's not perfect
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
It suits our needs and most niggles we have had have been resolved
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
We haven't had great support recently
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
good system
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Good
Anonymous March 2020
1/5
Willingness to recommend
1/5
Integrations
2/5
Value for money
3/5
Service
it's crap. doesn't work properly. it's very clunky. user interface is awful
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
"It all works
Anonymous March 2020
2/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
2/5
Service
Bad experiences to date
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
Seems to work
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
The system is fantastic and are a very forward thinking firm
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
We have used IO since 2004 and are very happy with it. Not perfect but better than most
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Excellent for what we need always there to help
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
2/5
Service
Too complicated and expensive for what we need. Tries to be all things to all men but still has big gaps
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Futureproof and always evolving
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
The support at outset was very good and so is the ongoing telephone support. We find we can everything we need off IO from scanning documents to allocating Fees between the various advisers very quickly making it only a small part of the weekly admin we carry out.
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
"I've never met anyone from IO
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
Great system if it works but we encounter a lot of glitches that take time to sort out.
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
3/5
Service
support is sometimes a little limited
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
Integration and mi
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
good system but pricey
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
2/5
Service
Support can be patchy.
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
"only just started
Anonymous March 2020
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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