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IntelliFlo

Investment

Prando's Asset Management - Hacking enquiry

The chairman worries about the future - his in particular

clock 10 June 2016 • 3 min read

Technology

Intelliflo reveals investment provider line-up for imminent Automated Advice Service

Launch aims to put advisers ‘at centre of robo-advice process'

clock 07 June 2016 • 2 min read

Technology

Intelliflo to launch simplified robo-advice service

Software firm Intelliflo plans to launch a simplified advice service for advisers.

clock 14 October 2015 •

Technology

Revealed: The ten best adviser websites 2015

Revealed: The ten best adviser websites 2015

clock 13 August 2015 • 8 min read

Charging

Advisers buoyant with ten months to charging 'sunset clause'

Most advisers are confident their business will be prepared for the upcoming switch-off of fund-based trail commission, according to a poll which contradicts other research conducted on firms' readiness.

clock 16 June 2015 •

Technology

Tech averse advisers risk 'losing pension freedom market share'

There has never been a better time to be in financial advice, but IFAs who fail to embrace technology will lose out to more tech-savvy firms who better serve pensions freedom clients, experts have said.

clock 10 June 2015 •

Charging

Retirees set advice threshold at £100k savings

Most people would want to save at least £100,000 into a pension before seeking regulated financial advice on their options, but many plan to self-manage their pots, according to research.

clock 22 May 2015 •

Investment

Due diligence: Eight product launches and tweaks every adviser should know

Eight product launches, tweaks and updates advisers should know about

clock 24 April 2015 •

Regulation

Trail commission still relied on by 93% of advisers

Trail commission is still important to the income of almost all advisers, according to research by software provider Intelliflo, despite the looming deadline that will see the payment method switched off for many of their clients.

clock 01 April 2015 •

Technology

Intelliflo makes FE Analytics available through Intelligent Office

Intelliflo has added FE Analytics to its Intelligent Office business management system.

clock 28 January 2015 •
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