If sorry is the hardest word, then change is the hardest action. It raises the spectre of one thing we are all inherently programmed to hate: uncertainty. We are all creatures of habit.

Knowing the time to break a bad habit, however, is crucial to our prosperity. Where you have identified flaws and room for improvement, the next stage is acting upon them. This is where things get harder and it can be easy to make excuses to delay implementing changes.

Any adviser’s back office support and functionality is the spine of their business. It underpins how they operate and supports what they are in situ to do; look after and advise their clients.

With your clients at the heart of our own business as a provider of back office solutions, we work carefully with all of our clients on an ongoing basis to ensure that iO (Intelligent Office) is a robust and easy to use platform for them.

Data ownership

When transferring your data to Intelliflo, who owns the data? It is always you. We simply handle the data and upload into our system for you to you access and use via iO; we never take ownership of it.

Data safety

One question we receive on a frequent basis regards the safety of data in migrating from another platform to iO. Mining all of your existing and legacy client data, handing it over to a new firm and learning a new system is a hugely daunting prospect.

If any of those stages go awry it’s an unthinkably bad situation for any financial adviser. We fully understand that.


You may have found flaws in your current back office technology provider, but the prospect of data migration (a less sexy term is harder to conjure in any business) is a major fence to hurdle. Our data migration team handles hundreds of migrations each year and has a flawless record when it comes to the safety and integrity of your data.

So how does this work? We never receive or move data via email. Rather, when submitting your data to Intelliflo, we ask you to password encrypt it and submit it via Hightail, a secure data transfer site. We then access it via Hightail and upload your data onto our own internal server.

Your data is never stored on the machines of our employees. This further protects your data from the threat of robbery or sabotage.

With end to end encryption, cloud storage and secure data transfer and collection, all of your data can be transferred swiftly, efficiently and, most importantly, safely.

So if you’ve identified room for improvement in your back office functionality, don’t let the question of safety hold you back.

If you would like more information on Intelliflo’s data migration process, please visit their onboarding page, here.

[Promotional post from Intelliflo]