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.
IntelliFlo has launched a set of tools which allow pension and investment advisers to tailor financial plans for their clients' future.