IntelliFlo
Third of advisers offer cashflow modelling to all clients - Intelliflo and i4C data
But 67% realise its potential
Nick Eatock: Managing client 'digital fatigue' during lockdown
'Omnichannel' engagement
Canada Life expands drawdown platform with 430 additional funds
Broadens ESG choices
Intelliflo rolls out open banking for its users
Portfolio all in one place
Nick Eatock: Using tech to narrow the advice gap
Cutting delivery costs is key
Model Office integrates with Intelliflo's Intelligent Office software
Help improve compliance
Advicefront integrates with Intelliflo's Intelligent Office software
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Independent research apps top iO Store downloads
Users of Intelligent Office
Nick Eatock returns as Intelliflo CEO
Follows exit of Hamish Purdey
Intelliflo gains FCA authorisation to facilitate open banking growth
'Full control of finances'
Intelliflo acquires cashflow modelling business i4C
Launched in 2017
Intelliflo builds team to prepare for international expansion
'Superb opportunity'
MiFID II is advisers' biggest red-tape headache - Intelliflo
SM&CR second most stressful
Model Office launches stress-test tool to 'improve adviser profitability'
Tracks firm performance
Who are advisers backing as the next Tory leader?
Second preference falls at the third
Intelliflo launches £1 model portfolio service with Invesco
'The biggest game changer'
Dynamic Planner unveils trio of partnerships with providers
Intelligent Office, Royal London and VitalityInvest
Nine out of 10 advisers affected in first year of GDPR - Intelliflo
Rules introduced on 25 May 2018
Nick Eatock: Structure your business in '3D' and see the benefits
Balancing new and existing clients
Tenet signs five-year software deal with Intelliflo
1,300 Tenet advisers to use software
GDPR drives advisers to adopt new technology - Intelliflo
359 new customers in 2018
Advisers back Theresa May's Brexit deal - Intelliflo
Second referendum beats hard Brexit
How technology is putting time back into the advice process
What would you do with more time?
Six compelling reasons why advisers should embrace technology
More revenue and assets
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