PA360 North: 'Tech-adopting advisers have extra 100 clients each'

2,000 firm sample set

Tom Ellis
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"If you look at where the real value-add is in the software you purchase and adopt that, the chances are you will see a good return" - Intelliflo's Nick Eatock
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"If you look at where the real value-add is in the software you purchase and adopt that, the chances are you will see a good return" - Intelliflo's Nick Eatock

Financial advisers who adopt and embrace technology have, on average, 127 more clients than those who do not, Intelliflo executive chairman Nick Eatock told delegates at today's PA360 North adviser conference.

The back-office provider boss said that, having surveyed some 2,000 firms in the sector that use Intelliflo software, those who adopt the most technology enjoy more efficiencies and more time to do other...

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