Leading adviser management software provider, Intelliflo, has today announced details of the Simplified Investment Advice service targeted to launch this Summer to clients of advisers using the Intelligent Office (iO) Personal Finance Portal (PFP). Advisers can choose which clients have access to the service.

A survey* with 169 users of Intelliflo’s Intelligent Office during March 2016 has found:

• half (50%) would welcome Britain leaving the EU
• nearly two thirds (62%) say leaving will have a positive or no effect on the long term future of the UK
• just over a third (34%) say they want to stay part of Europe
• slightly more than a third (38%) say leaving will have a negative effect on the UK
• one in six (16%) remain undecided about whether to stay or go

Intelliflo has created a new team to meet the growing demand for its Personal Finance Portal (PFP) service. The portal, which allows clients of advisers using Intelliflo’s Intelligent Office (iO) software to access their financial status digitally at any time, was expanded last year to include access to bank accounts and savings plans held outside of the adviser relationship.

Over three quarters (77%) of UK advisers are prepared to adapt their business models depending on what is proposed in the government’s Financial Advice Market Review (FAMR), according to research¹ by adviser management software company Intelliflo.

Aegon has partnered with Intelliflo to deliver seamless two-way integration between Intelliflo’s award winning business management system, Intelligent Office, and Aegon’s One Retirement and Aegon Retirement Choices platforms.

Not all advisers think a relaxation in the regulations around commission is a bad thing, according to a survey carried out by adviser management software company Intelliflo.

Bristol-based Grosvenor Consultancy and Midlands-based MPA Financial Management have signed up to use Intelliflo’s leading management software for financial advisers, Intelligent Office.

‘Some advisers are in danger of falling behind the digital curve’ according to Intelliflo’s Executive Chairman,
Nick Eatock.

His comments come following informal research carried out by Intelliflo amongst advisers that highlighted some misconceptions about how digital technology is changing expectations across the generations.

PK Financial Planning LLP, part of PK Group, is the latest firm to choose Intelliflo’s Intelligent Office (iO) to run its management system.

PK Group, whose head office is based in Richmond, Surrey has taken 20 licences for its team of advisers and administrators. The firm is investing heavily in building post RDR client services. The aim is to provide high value to clients who engage in their Financial Planning services. Moving to Intelliflo illustrates their commitment to this project.

Intelliflo has launched its enhanced digital personal financial management hub, the
Personal Finance Portal (PFP) as an app through the Apple store and on Android.