Eight product launches, tweaks and updates advisers should know about
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.
Intelliflo has added FE Analytics to its Intelligent Office business management system.
Technology provider Intelliflo has unveiled a new chief executive as current incumbent and company founder Nick Eatock becomes executive chairman.
Cofunds has entered into a two-way integration with Intellifo which will allow trading on the platform to be triggered from within Intelliflo's Intelligent Office software.
Private equity investor HgCapital has become a majority shareholder in software provider IntelliFlo after making an undisclosed investment through its Mercury fund.
Back office provider IntelliFlo has appointed Dave Chessell as sales director.
Who has moved where in another busy week in financial services?
Tech solutions provider IntelliFlo has launched a personal finance portal designed to offer a new channel of communication between adviser and client.