With one year to go until trail commission is switched off, a survey with 196 users of Intelliflo’s adviser-specialist software, Intelligent Office (iO) has found that trail commission remains an important aspect of business income for 93% of them.
With one year to go until trail commission is switched off, a survey with 196 users of Intelliflo’s adviser-specialist software, Intelligent Office (iO) has found that trail commission remains an important aspect of business income for 93% of them.
Following the publication of the FCA guidance document for social media use (https://www.fca.org.uk/news/fg15-04-social-media-and-customer-communications), web-based adviser business management software provider, Intelliflo has published a social media policy template for advisers to use to help set a framework for compliance.
A new poll¹ among users of Intelliflo’s Intelligent Office web-based business management software shows that four out of five adviser firms expect the new pension freedoms to provide a significant boost to business.
Two of the financial service industry’s leading software businesses, Distribution Technology and Intelliflo have today signed a 5 year partnership agreement which will make award winning risk profiling and financial planning software, Dynamic Planner® available to advisers integrated with Intelliflo’s business management tool, Intelligent Office.
Intelliflo’s continued growth has been recognised through a new technology business award, while the list of adviser firms signing up to use its Intelligent Office (iO) software continues to expand.
Intelliflo, the UK’s leading provider of web-based business management software, today announces a new deal with financial planning firm Aspira Corporate Solutions to provide the firm with its Intelligent Office software solution.
Intelliflo has partnered with Cofunds, the UK’s leading general investment platform, to offer advisers two-way integration between Intelliflo’s award winning business management system, Intelligent Office, and the Cofunds platform.
Available from February 2015 to selected firms, the two-way integration allows users to send information between both Intelliflo’s and Cofunds’ systems, resulting in a more efficient way to manage their business and clients.
Cofunds, the leading general investment platform in the UK, has partnered with leading software provider Intelliflo to offer advisers two-way integration with Intelliflo’s award-winning web-based business management system, Intelligent Office.
Available from February 2015 to selected firms, the two-way integration allows users to send information between both Cofunds and Intelliflo’s systems, resulting in a more efficient way to manage their business and clients.
Intelliflo, the UK’s leading provider of web-based business management software, has made the award-winning Financial Express tool, FE Analytics, available through its Intelligent Office (iO) product. The tool gives iO users streamlined access to leading fund research and removes the need for re-keying of data.
Leading adviser software specialist, Intelliflo, has announced the next phase for its digital advice and personal financial management hub, the Personal Finance Portal (PFP).
