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

'It sits all over the place': The tech platform tackling the advice data issue

'It sits all over the place': The tech platform tackling the advice data issue

Afternoon was the winner of The Lang Cat’s AdviceTech Catwalk

Sophia Panayi
clock 03 July 2026 • 3 min read
The three AI trends moving client value from portfolio to relationship in wealth management

The three AI trends moving client value from portfolio to relationship in wealth management

'I'm not convinced everyone putting their use of AI front and centre understands the risks of going all-in'

Anthony Villis
clock 03 July 2026 • 5 min read
Advice professionals using AI up 46% since 2025

Advice professionals using AI up 46% since 2025

According to Dynamic Planner’s Advice 26

Sophia Panayi
clock 01 July 2026 • 2 min read