Six compelling reasons why advisers should embrace technology

More revenue and assets

Tom Ellis
clock • 3 min read

Back-office provider Intelliflo has published its eAdviser Index Analysis Report, which assesses more than half of its adviser customers and how their use of technology impacts their businesses. Here, we pick out six key statistics from the research

Assessing data from a customer base of more than 30% of all advisers - users of its iO software, who generate more than 1.5 billion log events - Intelliflo is in a strong position to dish out some statistics on how effective technology can be for firms. The fintech business's analysis looks at more than half of Intelliflo customers, who represent 17.6% of the entire UK advice market. The business data Intelliflo looks at allows it to compare high level business metrics and key performance indicators such as revenue, recurring revenue, assets under management and actively serviced clie...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

'Bit of a nightmare': Microsoft outage disrupts advice firms

'Bit of a nightmare': Microsoft outage disrupts advice firms

Raises questions about overreliance on big tech giants

Isabel Baxter
clock 13 November 2026 • 4 min read
Brian McLaughlin: Your client can now ask a chatbot what you did for the fee

Brian McLaughlin: Your client can now ask a chatbot what you did for the fee

'Here is the odd thing about ongoing advice. The better it is done, the less of it the client sees'

Brian McLaughlin
clock 11 November 2026 • 4 min read
Andrew Goodwin: Why advisers should react positively when clients praise AI

Andrew Goodwin: Why advisers should react positively when clients praise AI

We really need to do is explain why AI is neither all good nor all bad

Andrew Goodwin
clock 09 November 2026 • 5 min read