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IntelliFlo

intelliflo's iO back office system drops out of use due to login glitch

Your Business

intelliflo's iO back office system drops out of use due to login glitch

‘'Too many issues to list'

clock 13 May 2022 • 2 min read
Tech-savvy advice firms generate '44% more revenue per adviser'

Your Business

Tech-savvy advice firms generate '44% more revenue per adviser'

59% more ongoing revenue

clock 10 May 2022 • 2 min read
intelliflo apologises to advisers over slow systems

Technology

intelliflo apologises to advisers over slow systems

‘Slow to respond, slow to work with'

clock 01 December 2021 • 4 min read
Nick Eatock: Why advisers shouldn't discount technology for older clients

Your Business

Nick Eatock: Why advisers shouldn't discount technology for older clients

Silver surfers

clock 10 November 2021 • 4 min read
Is cashflow modelling a necessity for adviser firms?

Your Business

Is cashflow modelling a necessity for adviser firms?

Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?

clock 05 October 2021 • 5 min read
Nick Eatock: Supporting clients and staying connected in the new normal

Your profession

Nick Eatock: Supporting clients and staying connected in the new normal

Concerns remain after Freedom Day

clock 20 July 2021 • 4 min read
Nick Eatock: The power of deep integrations

Technology

Nick Eatock: The power of deep integrations

One-stop shop

clock 02 June 2021 • 3 min read
Nick Eatock: Using data to drive client engagement

Technology

Nick Eatock: Using data to drive client engagement

Capturing data pays business dividends

clock 28 April 2021 • 3 min read
Digital engagement shot up during the pandemic - intelliflo's Nick Eatock

Your profession

Digital engagement shot up during the pandemic - intelliflo's Nick Eatock

PA Awards 2021 nominee

clock 12 April 2021 •
intelliflo pulls together Invesco's advice tech all under one roof

Your profession

intelliflo pulls together Invesco's advice tech all under one roof

To help advisers deliver better advice

clock 01 March 2021 •
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