IntelliFlo

Dynamic Planner’s Rowan Whittington and M&G’s Chris Hudson urge advisers to prioritise integration

Launched at Intelliflo Innovate 2025

Bridging the advice gap(s)

Launches CRM integration for advisers

All the parts of the chain must work together seamlessly

‘Understanding clients should be natural to any client-focused adviser’

‘This is now about the evolution to a full advice solution’

'AI technology will become far more prevalent'

Intelliflo, PortfolioMetrix, and First Wealth included as sponsors

The Mabel Insights app will be available to all Intelliflo customers