intelliflo is a prominent name in the UK wealth management and financial technology spaces.  Launched in 2004, its intelliflo office solution was the first in the UK to be hosted in the Cloud.  It is now the UKs leading practice management solution with over 46% market share.

intelliflo office offers a comprehensive suite of tools encompassing client relationship management (CRM), portfolio management, compliance reporting, document writing, income reconciliation, client portal, cashflow planning and much more all in one solution.