Adviser firms looking to expand will be pushing on open doors over the next few years when it comes to finding advisers ready to sell, according to research by leading adviser software company Intelliflo.
Adviser firms looking to expand will be pushing on open doors over the next few years when it comes to finding advisers ready to sell, according to research by leading adviser software company Intelliflo.
Intelliflo, the leading provider of web-based business management software for the financial services industry, today announces four new hires to support unprecedented demand for its Intelligent Office product.
Leading provider of web-based business management software, Intelliflo, today announces its integration with AJ Bell’s Sippcentre platform to offer instant electronic valuations from within Intelliflo’s Intelligent Office system. This brings the existing list of providers supported by Intelligent Office to over 40.
The integration with the Sippcentre platform allows advisers to obtain valuations electronically for their clients’ portfolios. Information will be stored online and directly accessed, facilitating significant time and cost savings. The information returned from Sippcentre can be used as part of Intelligent Office’s comprehensive client reporting functionality and form part of a financial planning session.
Six weeks after the Mortgage Market Review (MMR) was implemented, Intelliflo, a leading provider of web-based business management software for the financial services sector, has released its free MMR ‘MOT’. The MOT is a practical guide aimed at helping mortgage advisers identify the pain points they may have experienced following the implementation of the MMR, and provides easy to follow steps on how these issues can be overcome.
Having come into effect on April 26th, the MMR has required the majority of mortgage sales be advised, with supporting documentation kept to demonstrate the process. This industry shake up has posed challenges for both mortgage advisers and lenders alike. The key now is for mortgage advisers to understand how the MMR has impacted them and how they can respond accordingly to this new regulation. To do so effectively, they need to consider every aspect of their business, looking in particular at people, processes, strategy and technology.
Leading provider of web-based business management software, Intelliflo has created a new information tool for advisers focused on building business with Generation X (aged 30-50 years) clients.
With the Mortgage Market Review (MMR) now here, Legal & General have already implemented Intelliflo’s Intelligent Office (IO) solution to help its Appointed Representatives (ARs) become fully compliant with new regulations.
Legal & General have been working closely with five partner firms to ensure that the solution and the training required exactly fits the needs of Legal & General’s distributors.
Legal & General chose IO to give its advisers more tools to manage and report on customer activity. ARs will have access to on demand statistics and figures to help them identify trends, new business opportunities, measure and benchmark performance, along with tasks and activities by advisers.
Intelliflo, leading provider of web-based business management software to the financial services sector, today announces audited results for the year ended 31 December 2013.
Highlights include:
• Subscription base increases 16% from 8,864 to 10,292 users
• Annual turnover increases by 9% from £12.6m to £13.8m
• Profit, pre-exceptional costs, remains broadly flat at £3.6m
These results come on the back of our continued reinvestment in people and product development, ensuring that Intelligent Office is well positioned to support the needs of our clients large and small.
A survey by specialist adviser software firm, Intelliflo shows that compliance reporting far outstrips concerns about client charging among advisers.
Latest survey from leading software provider Intelliflo reveals
A month out from the Mortgage Market Review (MMR) deadline and 91% of mortgage advisers feel they are either prepared or very prepared for the new regulatory requirements, with almost three quarters (72%) believing the changes will be positive for their business, new research from Intelliflo, a leading provider of web-based software for the financial services sector, has found.
Despite the overarching optimism surrounding the reforms, 34% of mortgage advisers listed increasing administrative burdens as their biggest concern post April 26th, with 11% worrying that the MMR will negatively impact sales. Other concerns included an increase in compliance costs (6%) and longer working hours (5%).
With the Mortgage Market Review (MMR) fast approaching, Intelliflo, a leading provider of web-based software for the financial services sector, has today released its MMR Checklist in a bid to ensure that mortgage advisers are aware of and prepared for the changes that the new regulation will bring in.
