
Advice firms maximising their use of intelliflo office were able to service more clients, attract more assets and generate more revenue than those not yet adopting the technology to its full potential, according to the provider's latest eAdviser Index.
The index, whose findings were published on Tuesday (10 May), analysed nearly 4 billion clicks through intelliflo office over the last year, scoring and segmenting advice firms based on their level of...
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