IntelliFlo

intelliflo apologises to advisers over slow systems

Technology

intelliflo apologises to advisers over slow systems

‘Slow to respond, slow to work with'

clock 01 December 2021 • 4 min read
Nick Eatock: Why advisers shouldn't discount technology for older clients

Your Business

Nick Eatock: Why advisers shouldn't discount technology for older clients

Silver surfers

clock 10 November 2021 • 4 min read
Is cashflow modelling a necessity for adviser firms?

Your Business

Is cashflow modelling a necessity for adviser firms?

Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?

clock 05 October 2021 • 5 min read

Your profession

Nick Eatock: Supporting clients and staying connected in the new normal

Concerns remain after Freedom Day

clock 20 July 2021 • 4 min read

Technology

Nick Eatock: The power of deep integrations

One-stop shop

clock 02 June 2021 • 3 min read

Technology

Nick Eatock: Using data to drive client engagement

Capturing data pays business dividends

clock 28 April 2021 • 3 min read

Your profession

Digital engagement shot up during the pandemic - intelliflo's Nick Eatock

PA Awards 2021 nominee

clock 12 April 2021 • 3 min read

Your profession

intelliflo pulls together Invesco's advice tech all under one roof

To help advisers deliver better advice

clock 01 March 2021 • 2 min read

Your profession

Third of advisers offer cashflow modelling to all clients - Intelliflo and i4C data

But 67% realise its potential

clock 05 January 2021 • 2 min read

Technology

Nick Eatock: Managing client 'digital fatigue' during lockdown

'Omnichannel' engagement

clock 25 November 2020 • 4 min read