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.
Industry surveys suggest 30% of adviser firms still use ‘home-grown' technology to run their businesses. In a time of heavy regulation and stiff competition, Nick Eatock, chief executive of IntelliFlo, says IFAs should be embracing up-to-date and business...
Adviser members of SimplyBiz will benefit from an improved front and back office solution after the firm partnered with software provider IntelliFlo.