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IntelliFlo

Advisers told AI benefits will be reliant on their proactive engagement

Technology

Advisers told AI benefits will be reliant on their proactive engagement

‘This is now about the evolution to a full advice solution’

clock 04 June 2024 • 2 min read
Nearly all advisers feel unprepared for AI integration

Your profession

Nearly all advisers feel unprepared for AI integration

'AI technology will become far more prevalent'

clock 15 May 2024 • 1 min read
The Verve Foundation reveals sponsors of new adviser student cohort

Companies

The Verve Foundation reveals sponsors of new adviser student cohort

Intelliflo, PortfolioMetrix, and First Wealth included as sponsors

clock 14 May 2024 • 1 min read
Mabel Insights and Intelliflo link to boost adviser MPS analysis

Your profession

Mabel Insights and Intelliflo link to boost adviser MPS analysis

The Mabel Insights app will be available to all Intelliflo customers

clock 06 February 2024 • 1 min read
What is spooking financial advisers this Halloween?

Your profession

What is spooking financial advisers this Halloween?

Four experts highlight what might be keeping advisers awake at night

clock 31 October 2023 • 3 min read
Fidelity platform allows access to 'greater' client data

Your profession

Fidelity platform allows access to 'greater' client data

The initiative comes as advisers demand improved business efficiencies

clock 04 September 2023 • 2 min read
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
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