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IntelliFlo

Why cashflow modelling is integral to the advice process

Technology

Why cashflow modelling is integral to the advice process

Brings significant value to clients, advisers and regulatory obligations

clock 26 May 2023 • 3 min read
Intelliflo to include cashflow modelling within core system

Technology

Intelliflo to include cashflow modelling within core system

Updated offering means there is no need for additional licensing

clock 26 April 2023 • 2 min read
Brooks Macdonald partners with Intelliflo on advice tech

Technology

Brooks Macdonald partners with Intelliflo on advice tech

Tech will support ‘significant growth’ plans in advice space

clock 22 February 2023 • 1 min read
PA Awards 2023: Provider category shortlists revealed!

Your profession

PA Awards 2023: Provider category shortlists revealed!

The industry’s best in technology, risk-profiling, client engagement and more

clock 06 February 2023 • 2 min read
Alarm bells not jingle bells for vulnerable clients

Technology

Alarm bells not jingle bells for vulnerable clients

'We're facing pressure on household finances not seen for a generation'

clock 08 December 2022 • 5 min read
Technology key to closing growing advice gap, say advisers

Technology

Technology key to closing growing advice gap, say advisers

Cost of servicing lower value clients too high, research finds

clock 29 November 2022 • 2 min read
Talk Money Week: How tech can improve client communications

Technology

Talk Money Week: How tech can improve client communications

Technology can bolster client engagement in numerous ways

clock 07 November 2022 • 4 min read
How tech can help attract younger people to take advice

Technology

How tech can help attract younger people to take advice

'Cashflow modelling can demonstrate the value of paid-for financial advice'

clock 20 October 2022 • 5 min read
Nick Eatock: Five big tech developments happening right now

Technology

Nick Eatock: Five big tech developments happening right now

Future of adviser technology

clock 12 August 2022 • 7 min read
M&G Wealth Advice partners with intelliflo

Technology

M&G Wealth Advice partners with intelliflo

Expansion plans

clock 19 July 2022 • 1 min read
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