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.
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