Intelliflo, the UK’s leading provider of web-based business management software, has made Distribution Technology’s Dynamic Planner tool available through its Intelligent Office (iO) product. The tool gives iO users streamlined access to award winning risk profiling and financial planning software and removes the need for re-keying of data.
Intelliflo has expanded its number of Wealthlink partnerships, which includes Cofunds and Zurich, to include Seven Investment Management, providing advisers with two-way integration between Intelliflo’s award winning business management system, Intelligent Office, and Seven Investment Management’s platform.
Intelliflo has this week (3 August 2015) rolled out its enhanced digital personal financial management hub, the Personal Finance Portal (PFP) to all 12,600 users of Intelligent Office (iO), the UK’s leading business management software for financial advisers. The roll-out coincided with the UK government’s announcement that it is launching a Financial Advice Market Review, looking at how financial advice could work better for consumers.
One in six (16%) UK adults earning £40,000 or more have been victims of identify fraud, according to a new survey by leading management software provider Intelliflo.
Intelliflo, the UK’s leading provider of web-based business management software, has appointed Rob Walton to the post of Chief Operating Officer (COO).
Self-select websites and direct investment platforms are regarded as the biggest threats to financial advisers, according to a poll carried out at the recent Intelliflo ‘Change the Game’ conference.
Intelliflo is witnessing increased new business enquiries and sign-ups from firms moving from alternative adviser business management systems. During May 2015, a record 41 firms signed up for the web-based Intelligent Office system.
Web-based business management systems company Intelliflo has signed up as a partner of the Science to Data Science (S2DS) programme, an initiative that brings the best and brightest academic talent together with commerce for the mutual benefit of both.
Financial advisers are regarded as having a key role to play in stopping people making costly errors when it comes to decisions about their pensions, according to a new survey by Intelliflo.
Intelliflo, the UK’s leading provider of web-based business management software, has linked with Voyant, the financial adviser collaboration suite to provide seamless integration of the popular scenario planning tool through Intelligent Office (iO).
