IntelliFlo
Your profession
As clients demand more efficient and cost-effective advice, advisers must think carefully about how they deliver their services.
03 June 2010
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Technology
National IFA network IN Partnership has selected IntelliFlo's Intelligent Office solution to provide its back-office technology.
15 April 2010
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TMT
This week, AT8's Mark Loosmore sums up the key lessons learnt from visiting 15 firms.
11 March 2010
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TMT
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...
28 January 2010
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Technology
Adviser members of SimplyBiz will benefit from an improved front and back office solution after the firm partnered with software provider IntelliFlo.
23 July 2009
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Technology
IntelliFlo has launched a set of tools which allow pension and investment advisers to tailor financial plans for their clients' future.
26 May 2009
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Technology
Back-office solutions provider IntelliFlo is set to upgrade the capabilities of Intelligent Office (IO) to enable advisers to re-design the product to suit their business models.
31 July 2008
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Technology
Zurich is the latest provider to partner with web-based software firm IntelliFlo to provide real time updated valuations for its range of investment products.
17 January 2008
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Technology
IFA firm Park Row has selected Intelligent Office as its front-back office tool for its 300 advisers.
29 November 2007
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Technology
Cofunds has introduced a single registration document that can be used across all its e-services.
24 October 2007
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