Advisers who are on board with technology outperform peers: Intelliflo

The tech firm's latest eAdviser Index analysed nearly four billion Intelliflo Office user interactions. It placed advisers into one of four cohorts – explorers, adopters, embracers and champions – based on zero to 100 scores issued against how advisers were using Intelliflo Office functionality across each of the following six areas: valuations, income, document designer, personal finance portal, activity management, and data quality. Intelliflo found that ‘champions' had generated per adviser 119% more revenue, 105% more ongoing revenue, 86% more assets under advice, and serviced 39% mo...