FinaMetrica, part of PlanPlus Global, has integrated its risk-profiling tool with financial advice back-office software supplier Intelliflo's Intelligent Office (iO).
The integration enables subscribers to FinaMetrica's risk-profiler to issue an invitation to a client to take a risk tolerance test within the iO software. The connection between the two software providers...
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
44% do not think technology will solve problem
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