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

2,000 firm sample set

Tom Ellis
clock • 2 min read

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 things. "Some firms choose to service more clients - and the more active adopters, who are integrating more, have 127 more clients on average than those in the bottom quartile," he said. "That's from our 2,000-firm sample set, so we are beginning to see advice businesses that adopt core elements of technology. It is maybe half a dozen key things but, if you look at where the real valu...

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

Scaling financial planning firms: Ownership, accountability and continuous refinement

Scaling financial planning firms: Ownership, accountability and continuous refinement

True efficiency starts with adoption not accumulation

Ben Peele
clock 19 January 2026 • 4 min read
Anthony Rafferty: Adviser tech fixes make processes fit for purpose in 2026

Anthony Rafferty: Adviser tech fixes make processes fit for purpose in 2026

2025 tech roundup and 2026 outlook

Anthony Rafferty
clock 15 January 2026 • 4 min read
Nerve-soothing investments for the AI bubble age

Nerve-soothing investments for the AI bubble age

'This is the sort of frequently overlooked investment that can bring stability to portfolios'

Gabriel Sacks
clock 09 January 2026 • 4 min read