Leading provider of web-based business management software, Intelliflo, today announces that advisers and firms using Intelligent Office will now be able to access Advisa Centa which supports the advisory process through its powerful suite of analysis, forecasting and planning solutions.

The solutions cover risk profiling, investment and retirement planning as well as the ability to build portfolios and risk rate funds through access to eValue’s unique Portfolio Analyser. This solution supports fund portfolios both on and off platforms to maximise returns for selected risk profiles over their desired investment term.

It may be the season to be merry but for many financial advisers and planners the business hangover starts in December and lasts long after the last turkey leftovers have been eaten up, according to a survey by adviser software specialist, Intelliflo. 

Intelliflo today announces the launch of its new workflow functionality within Intelligent Office (iO).

Intelliflo has been announced as one of the Investec Mid-Market 100, a listing of the fastest-growing private companies in the UK (ranked by average annual % turnover growth over four years).

Intelliflo today announces the appointment of Hamish Purdey as CEO, with Nick Eatock moving up to the role of Executive Chairman, effective from 17 November 2014.

Hamish Purdey has a strong background in the global financial services software sector, having most recently served at FFastFill plc, SaaS provider to the global listed derivatives community across front, middle and back offices. He was CEO at FfastFill plc from 2009 through to 2013, over which period the company grew from a market capitalisation of £28m to £110m.

Just one in five (21%) professionals working in UK adviser firms believe product providers have responded well to the government’s recent pension reforms, according to a survey by adviser software specialists, Intelliflo.

The survey, compiled using responses from 227 users of Intelliflo’s Intelligent Office (iO) adviser software, showed around one in six (17%) believe providers have been slow to respond to the opportunities the new rules offer, although just under two thirds (61%) recognise that the industry was caught by surprise and it will take time for new products to be developed.

Intelliflo aims to boost its position as the leading provider of software solutions for UK financial services companies with a ‘free-to-switch’ offer that runs to the end of 2014.

Intelliflo launched in 2004 and its web-based business management software, Intelligent Office, offers financial businesses the tools to improve efficiency and increase profits. It currently supports 1,275 large and small adviser firms and 11,200 users with assets under advice of £172 billion.

Leading provider of web-based business management software, Intelliflo, today announces that SimplyBiz members will now be able to access Distribution Technology’s Dynamic Planner through Simply Intelliflo Plus (SIP).

SIP allows advisers to manage all of their client and provider data within a single technology eco-system which is aligned with their service proposition.

Three in five (58%) UK advisers are actively using social media but just a quarter (25%) have policies for how employees should use it, according to a poll by leading adviser software provider, Intelliflo. 

Leading provider of web-based business management software, Intelliflo, has appointed David Child, former MD of the Exchange/Avelo (now Iress) as interim Chief Operating Officer (COO), while former COO, Mike Clifford, moves to become Chief Product Officer.