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...
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
Still under-serviced area of sandbox
0.15% account fees
the lang cat heatmap
Frank Potaczek, Head of UK Proposition at Architas, gives his thoughts on the Professional Adviser survey into sustainable investing and discusses how advisers can respond to the increased interest in this area.
After recently presenting to more than 200 advisers across five locations around the country on PA's Multi-Asset Roadshow, Brendan McCurdy takes offers up six takeaways for advisers from the two week journey...
Ongoing fee structure