Nick Eatock

UK regulatory standards ‘remain strict’

PA360 panellists highlight AI is not taking over admin or paraplanner jobs

Söderberg’s tools integrated directly into Intelliflo’s platform

Carlyle acquired Intelliflo from Invesco for £148.6m in August

Launched at Intelliflo Innovate 2025

Offering regulated firms a controlled space to trial advanced technologies

Generated more revenue and serviced more clients

Bridging the advice gap(s)

AI has already taken root in many of our daily lives

Improving digitalisation, integrating AI and compliance