Intelliflo Web: intelliflo.com Sector: FinTech Geography: UK Scaling a strategic SaaS fintech champion Why were we interested in Intelliflo? Established in 2004, Intelliflo is a leading UK Software as a Service (‘SaaS’) provider of front and back office solutions for financial advisers. Intelligent Office (‘iO’), their cloud- based product suite, is regarded as the backbone of the UK wealth sector, supporting financial advisers across the full advice and financial planning journey. The UK IFA segment had historically been low-tech and reliant on highly manual processes, but several commercial and regulatory catalysts were driving professionalisation and creating a need for more technology support. The most significant was the Retail Distribution Review (‘RDR’) regulatory chan

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