IntelliFlo

Wrap/platforms

SL Wrap and Intelliflo link up to aid new business integration

'Advisers are busier than ever'

clock 15 March 2018 • 1 min read

Technology

Intelliflo launches iO Store to deliver integrated partner apps

More than 20 partners on board

clock 20 February 2018 • 1 min read

Regulation

GDPR and financial advice: Putting the right processes in place

Ramifications for advice firms

clock 07 February 2018 • 3 min read

Regulation

Adam Higgs: How can adviser software help you comply with GDPR?

Intelliflo, IRESS and Personal Touch

clock 05 February 2018 • 3 min read

Regulation

GDPR and financial advice: Personal data breach classification

Ramifications for advice firms

clock 31 January 2018 • 14 min read

Regulation

GDPR and financial advice: Lawful processing

Ramifications for advice firms

clock 24 January 2018 • 10 min read

Your profession

SimplyBiz to launch end-to-end investment advice system

To go live in March

clock 19 January 2018 • 2 min read

Your profession

Advisers must prioritise GDPR staff training, warns Intelliflo

E-learning an option

clock 17 January 2018 • 2 min read

Regulation

GDPR and financial advice: Subject access requests

Ramifications for advice firms

clock 10 January 2018 • 7 min read

Regulation

MiFID II and GDPR cause advisers biggest headaches

'Advisers are waking up'

clock 11 December 2017 • 1 min read