Intelligent Office (IO)

More revenue and assets

'Get the balance right'

Available to FinaMetrica subscribers

'Advisers are busier than ever'

GDPR in force May 2018

'Faster and more efficient'

Advisers can configure 'stop scenarios'

IntelliFlo managing director Nick Eatock reveals how advances in technology will help advisers adapt to an evolving marketplace.

Mark Loosmore of AT8 Group looks at the planning tools built into Intelliflo's practice management solution, Intelligent Office.

This week, Mark Loosmore of AT8 Group looks at the planning tools built into Intelliflo's practice management solution, Intelligent Office.