Strong growth in customer leads and the desire to ensure its enterprise level support maintains an edge are the reasons behind new appointments at IntelliFlo, says chief executive Nick Eatock.
The provider of the Intelligent Office internet-based front and back office system for use by small to large adviser organisations has appointed Andrew Margerison as chief technology officer, Gary Shepherd...
'No need to be an expert'
Re-platforming went well
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
More demand at adviser school
Base rate 0.1%
First appointed in 2017