Nick Eatock, chief executive of IntelliFlo, explains why advisers need to overcome their fears of technology.
F&TRC has released the findings of its inaugural survey of IFA software systems.
Nick Eatock, chief executive officer of IntelliFlo, looks at how advisers can manage their workload more effectively in 2011
Why efficient data management is vital for effective decision making
Maria Merricks reports on the importance of investing in good back-office systems in the lead-up to 2012.
As clients demand more efficient and cost-effective advice, advisers must think carefully about how they deliver their services.
National IFA network IN Partnership has selected IntelliFlo's Intelligent Office solution to provide its back-office technology.
This week, AT8's Mark Loosmore sums up the key lessons learnt from visiting 15 firms.