IntelliFlo

Ratings, Research & Risk

Dynamic Planner unveils trio of partnerships with providers

Intelligent Office, Royal London and VitalityInvest

clock 28 May 2019 • 1 min read

Regulation

Nine out of 10 advisers affected in first year of GDPR - Intelliflo

Rules introduced on 25 May 2018

clock 23 May 2019 • 2 min read

Technology

Nick Eatock: Structure your business in '3D' and see the benefits

Balancing new and existing clients

clock 16 April 2019 • 4 min read

Your profession

Tenet signs five-year software deal with Intelliflo

1,300 Tenet advisers to use software

clock 13 February 2019 • 1 min read

Your profession

GDPR drives advisers to adopt new technology - Intelliflo

359 new customers in 2018

clock 18 January 2019 • 1 min read

Your profession

Advisers back Theresa May's Brexit deal - Intelliflo

Second referendum beats hard Brexit

clock 07 December 2018 • 2 min read

Technology

How technology is putting time back into the advice process

What would you do with more time?

clock 22 November 2018 • 3 min read

Technology

Six compelling reasons why advisers should embrace technology

More revenue and assets

clock 09 November 2018 • 3 min read

Technology

PA360 North: 'Tech-adopting advisers have extra 100 clients each'

2,000 firm sample set

clock 17 October 2018 • 2 min read

Technology

Social media 'more popular than traditional marketing' for advisers

'Get the balance right'

clock 09 July 2018 • 1 min read