Tech review: A closer look at Intelliflo

We have reviewed a number of the leading financial planning offerings over the past few months and while many of these are best in class standalone solutions, they have been lacking integration to a wider advice process. Other solutions are integrated to a number of third parties but there is an increasing tendency to provide planning modules within the holistic practice management solutions from vendors such as Avelo, JCS and Prestwood. This week’s review focuses on IntelliFlo, one of the leading practice management providers and its planning tools within Intelligent Office (IO). One...