Tech Review: IntelliFlo's Intelligent Office

Intelligent Thinking

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As part of AT8's research into the leading Practice Management systems we recently met with IntelliFlo to look in some detail at their solution Intelligent Office (IO).

Interestingly, the discussions we had were less about a feature/function comparison but more about how Intelligent Office is helping IFA firms prepare for the post-RDR world. Founded by Nick Eatock, IntelliFlo was borne out of a management buyout in December 2004 from Inter-Alliance where Eatock’s team had created an online back-office system for the network. Intelligent Office was created and is still maintained today as a pure Software as a Service (SaaS) solution. By SaaS, we mean a solution that it is hosted by IntelliFlo, accessed through the internet and is managed centrally as a s...

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