Intelliflo, the market leader in back-office software for financial advisers, today announced a new sales team structure to support its continued growth in the UK.
By Intelliflo Media Team • Oct 9, 2020 10:46:15 AM • Intelliflo news/ restructure
Intelliflo, the market leader in back-office software for financial advisers, today announced a new sales team structure to support its continued growth in the UK.
By Intelliflo Media Team • Sep 23, 2020 10:00:26 AM • open banking
Intelliflo has launched Open Banking to all customers, enabling them to provide their clients with a holistic view of their entire financial portfolio in one secure place.
By Intelliflo Media Team • May 13, 2020 9:39:02 AM • covid-19/ coronavirus
To overcome challenges brought on by COVID-19, advisory firms are making better use of the technologies available to maintain their client relationships and drive greater efficiency, according to new data released by Intelliflo and new research from its COVID-19 Impact Poll.
By Intelliflo Media Team • May 4, 2020 12:57:51 PM • Model Portfolio Providers/ iMPS
Intelliflo has partnered with Sparrows Capital to offer Intelligent Office customers access to Sparrows Capital’s SCore MPS, a low-cost, evidence-based, capped-fee model portfolio service.
By Dan Moody • Feb 12, 2020 9:05:58 AM • Change the Game Conference
Intelliflo has opened up registrations for its sixth ‘Change the Game’ conference, to be held on Tuesday 16 June 2020 at the Business Design Centre (BDC) in London and on 30 June at the Manchester Central Convention Complex.
By Nicola Reynolds • Nov 13, 2019 10:08:29 AM • iO Store
Nearly two years since launching its iO Store, Intellifo has analysed the most popular apps downloaded by users of Intelligent Office and discovered that independent research and investment tools top the list, with almost twice as many being installed as the next most popular category.
By Nicola Reynolds • Oct 29, 2019 8:40:14 AM • Regulation/ best practice
Intelliflo’s Intelligent Office management system has been awarded ‘Approved Associate System’ status in relation to the ISO22222 standard and The Paraplanner Standard™ by Standards International.
By Nick Eatock, Executive Chairman, Intelliflo Ltd • Sep 17, 2019 10:49:43 AM • Expansion/ New Hires
Nick Eatock will today (17 September 2019) return as Intelliflo’s Chief Executive Officer (CEO) following the departure of Hamish Purdey, who is leaving the firm to pursue new challenges. Hamish Purdey joined Intelliflo in November 2014, at which time Nick Eatock took on the role as executive chairman.
By Hamish Purdey • Aug 1, 2019 1:01:52 PM • FinTech/ Cashflow/ Acquisition
Intelliflo has acquired i4C Technology, a market-leading UK provider of digital cashflow modelling applications for financial advisers.
By Hamish Purdey • Jul 31, 2019 9:33:16 AM • Expansion/ New Hires
Intelliflo is structuring its business team to deliver expansion internationally, with Australia the first country in the delivery pipeline.
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