Intelliflo announces new structure to UK sales team

Intelliflo rolls out Open Banking to support holistic financial planning

Advice firms rise to the challenge of staying connected in COVID-19

Sparrows Capital to Intelliflo's Integrated Model Portfolio Service

Intelliflo opens registrations for sixth national Change the Game conference

Independent research apps top the list in iO Store downloads

Intelliflo’s Intelligent Office practice management system awarded ‘Approved Associate System’ status by Standards International

Nick Eatock returns as Intelliflo’s CEO

Intelliflo acquires i4C Technology, a leading digital cashflow modelling business

Intelliflo builds team for international expansion

LinkedIn and Facebook dominate advisers’ choice of social media platforms, finds Intelliflo’s annual survey

GDPR: more gain than pain for advisers says Intelliflo

SM&CR: most advisers working towards compliance

Tenet Group signs five year deal with Intelliflo

Advisers optimistic about business growth in 2019, finds Intelliflo

Intelliflo’s iO Store breaks through 50 apps milestone

Social media is most used marketing tool by advisers, finds Intelliflo

Cashflow fintech start-up i4C announces key partnership with Intelliflo

Sale of Intelliflo by HgCapital to Invesco

Advisers struggling to meet GDPR demands, finds Intelliflo

Intelliflo’s GDPR Working Group tackles tricky consent and privacy notice requirements

DocuSign integrates into Intelliflo’s iO Store

Intelliflo and Brookland Computer Services launches GDPR toolkit and readiness assessment to help advisers meet 25 May deadline

Advisers urged to make staff training a priority ahead of the GDPR

‘Don’t throw it all away’: GDPR Working Group agrees actions for complying with new regulations

MiFID II a headache for advisers during 2017 but robo advice regarded as more of an opportunity than a challenge, new survey reveals

Intelliflo forms GDPR working party to flesh out advice industry actions

Intelliflo survey sets alarm bells ringing for GDPR compliance

Facebook increases in popularity but LinkedIn still top social platform for advisers, finds Intelliflo’s annual survey

Thomas Miller Investment chooses Intelliflo’s Intelligent Office

Advisers continue to fear robo advice and large product providers going direct

Intelliflo’s ISO 27001 certification ‘essential’ for GDPR

Newell Palmer chooses Intelliflo Intelligent Office to power growth ambitions

Intelliflo brings forward launch of free cyber security helpline

Almost half of advisers affected by cyber attacks, finds Intelliflo

Intelliflo to provide business management system to Greystone Financial Services

Intelliflo adds Hearsay’s compliance-enabled adviser cloud marketing tool to Intelligent Office ahead of new MiFID II regulations

Kymin Financial Services launches robo-advice tool via Intelliflo’s iO

Intelliflo Integrates with Jitterbit to Streamline Open API Access

Chase de Vere appoints Intelliflo to upgrade its core IT operating system

Intelliflo increases iO security through integration with Alert Logic, through Adapt

WHIreland announces roll out of Intelliflo to enhance its service for wealth planning clients

Intelliflo Integrates DocuSign to Intelligent Office PFP

LinkedIn Still Top Choice as Advisers Get More Social

Sanlam UK Selects Intelliflo’s Intelligent Office

Intelliflo opens access to Intelligent Office data

WEALTH at work signs up Intelliflo’s Intelligent Office

Intelliflo to provide business management system to Mazars’ Financial Planning Division

Advisers fear large product providers going direct rather than robo-advice, finds Intelliflo

Intelliflo Announces Six Fund Groups for its New Automated Advice Service

Intelliflo PFP makes virtual face-to-face a reality with SaleMove technology

Intelliflo launches free eLearning service as part of new Training Academy

Intelliflo announces details of its PFP Simplified Advice service

Half of advisers want Brexit, with one in six still on the fence finds Intelliflo

Intelliflo creates new PFP implementation team

Three quarters of advisers prepared to adapt business model depending on FAMR outcome, finds Intelliflo

Aegon partners with Intelliflo to deliver seamless integration

Strong adviser support for a return to some commission, finds Intelliflo survey

Intelliflo’s Intelligent Office is first choice for two new firms

Switch on to digital client engagement, urges Intelliflo

PK Group chooses Intelligent Office

Intelliflo launches PFP app on Android and Apple

Intelliflo integrates with James Brearley & Sons and Praemium

Intelliflo selects Mortgage Brain as sourcing partner for online mortgage solution

Intelliflo to launch digital advice portal for advisers

LIFT-Financial leaves IRESS for Intelliflo

Intelliflo’s Intelligent Office benefits from mass migration of clients

Intelliflo delivers increased time efficiencies through link with Virtual Cabinet

Advisers give thumbs up to social media but risk falling foul of FCA rules, finds new Intelliflo survey

Lyn Financial Services chooses Intelliflo’s iO

Intelliflo delivers ‘need for speed’ enhancement with SanDisk’s Fusion ioMemory PCIe application accelerators

Intelliflo unites with leading FinTech companies to support UK open API standard

Intelliflo's integration with Distribution Technology's award winning Dynamic Planner tool goes live

Intelliflo expands Wealthlink partners to include the Seven Investment Management platform

Intelliflo rolls out ‘big fish technology’ to all its Intelligent Office users

Identity fraud affects one in six finds new research from Intelliflo

Intelliflo appoints Rob Walton as Chief Operating Officer

Advisers see self-select as biggest threat to their businesses

Intelliflo’s proven web-based service attracts increased business

Intelliflo joins Science to Data Science (S2DS) partnership programme

Pension clients want advisers to protect them from themselves, finds new poll from Intelliflo

Intelliflo’s Intelligent Office welcomes Voyant integration

Sunset clause brings income worries for advisers

Intelliflo publishes social media policy template for advisers

Advisers expect big business boost from new pension freedoms

Distribution Technology and Intelliflo in partnership agreement

Intelliflo celebrates new award and multiple new signings

Aspira Corporate Solutions adopts Intelliflo's Intelligent Office

Intelliflo and Cofunds power up adviser efficiency

Cofunds partners with Intelliflo to offer seamless platform integration

Intelliflo launches integration with award-winning FE Analytics tool

Intelliflo to roll out 'game changing' enhanced client digital advice portal

Intelliflo launches integration with eValue's Advisa Centa

Advisers count the cost of Christmas

Intelliflo launches new workflow functionality within Intelligent Office

Intelliflo ranked in Investec Mid-Market Top 100 Fastest-Growing companies

Hamish Purdey joins Intelliflo as CEO - Nick Eatock moves to Executive Chairman

Advisers want more from pension product providers, finds Intelliflo survey

Intelliflo boosts market-leading position with 'Free to switch' offer

Simply Intelliflo Plus integrates with Distribution Technology's dynamic planning tool

Intelliflo urges advisers to increase social media governance

Intelliflo appoints ex-Avelo MD David Child as Chief Operating Officer

Increasing numbers of advisers considering acquisition says Intelliflo

Intelliflo adds four new hires as business goes from strength to strength

Intelliflo integrates with AJ Bell

MMR ‘MOT’ launched free from leading software provider, Intelliflo

Advisers need the X Factor, says Intelliflo

Legal & General implements Intelliflo’s Intelligent Office solution in preparation for the MMR

Intelliflo announces record figures with 16% increase in users over 2013

Compliance reporting tops list of adviser concerns

91% of mortgage advisers feel prepared for the MMR

MMR preparation checklist launched free from leading software provider, Intelliflo

Leading software provider, Intelliflo, announces new Marketing Director

Legal & General Network rolls out Intelliflo’s Intelligent Office as its new Point of Sale (PoS) solution

Leading software provider, Intelliflo, announces new Head of Mortgage Proposition

Intelliflo appoint ex Avelo (now Iress) Managing Director David Child as Non-Executive Director

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