Help improve compliance
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
Follows exit of Hamish Purdey
'Full control of finances'
Launched in 2017
SM&CR second most stressful
Tracks firm performance
Second preference falls at the third
'The biggest game changer'
Intelligent Office, Royal London and VitalityInvest
Rules introduced on 25 May 2018
Balancing new and existing clients
1,300 Tenet advisers to use software
359 new customers in 2018
Second referendum beats hard Brexit
What would you do with more time?
More revenue and assets
2,000 firm sample set
'Get the balance right'
Robo-advice ‘less concerning’
Streamline working practices