Technology

Private equity group Carlyle secures ownership of Intelliflo

Generative AI solution intended to cut admin time and help advisers meet Consumer Duty standards

‘There will be potential platform consolidation’

'Be visible. Be local. Be helpful before you’re needed'

Driven by higher adviser client retention and expanding direct wealth channel

‘Safe to say the platform has likely found its forever home, so Phil and Kirsty will be delighted’

'It's important to maintain a healthy dose of scepticism and here's why...'

Iress tops the list for advice tech and AI

Adviser platform integrates with FinCalc

Five-year deal sees Microsoft’s AI tool integrated within FNZ’s platform