IFA firm Newell Palmer has selected Intelliflo’s Intelligent Office (iO) suite of software to help it streamline its business operations as it continues to expand across the West Midlands.
By Miles Reucroft • Jun 2, 2017 10:49:05 AM
IFA firm Newell Palmer has selected Intelliflo’s Intelligent Office (iO) suite of software to help it streamline its business operations as it continues to expand across the West Midlands.
By Miles Reucroft • May 22, 2017 10:00:00 AM
Following the recent ransomware attacks that have targeted businesses around the world, Intelliflo and its cyber security partner, NCC Group, have brought forward the launch of a free cyber security helpline, which is now open to the 16,700 users of Intelligent Office (iO).
By Miles Reucroft • May 15, 2017 9:38:07 AM
Almost half (44%) of financial advisers polled by Intelliflo¹ have had direct experience of cyber attacks, with 30% experiencing them in their personal lives and 14% in their businesses. A further 44% of respondents knew people who have been victims of attacks - only 12% said they, or anyone they knew, had no experience of cyber attacks.
By Miles Reucroft • Mar 17, 2017 3:54:47 PM
Greystone Financial Services has chosen Intelliflo’s Intelligent Office (iO) as its business management system following a thorough review of systems offering web-based solutions.
By Miles Reucroft • Feb 23, 2017 8:27:00 AM
Intelliflo’s Intelligent Office (iO) is getting social with the integration of Hearsay Systems’ flagship adviser cloud platform, which enables advisers to manage their social media and local, search-optimised web presences all from a single, easy-to-use dashboard.
By Miles Reucroft • Jan 24, 2017 2:54:47 PM
Newport-based Kymin Financial Services has launched Kymin Direct, an automated online investment service via Intelliflo’s Intelligent Office (iO) Personal Finance Portal (PFP) for clients with between £1,000 and £50,000 to invest. Targeted at ISA and GIA savings, the service is competitively priced and does not involve clients interacting face-to-face with the team of advisers unless they request it.
By Miles Reucroft • Jan 13, 2017 4:22:06 PM • Financial adviser technology/ Financial adviser software
Simple and streamlined access to Intelliflo’s financial adviser business software, Intelligent Office (iO), has never been easier thanks to its new Open API facility and Jitterbit, the leading provider of fast, agile integration solutions.
By Miles Reucroft • Jan 3, 2017 10:02:55 AM • Intelliflo news
Chase de Vere, the national firm of independent financial advisers, is pleased to announce that it will be partnering with Intelliflo, as it invests in technology solutions to upgrade its back, middle and front office systems. The project is being led by Bob Kelly, Chase de Vere’s director of IT.
By Miles Reucroft • Nov 29, 2016 9:40:00 AM
Intelliflo has integrated a fully managed Security-as-a-Service solution to its Intelligent Office (iO) practice management solution through a partnership with Adapt. Adapt’s managed security solution is built on Alert Logic Cloud Defender, an integrated security and compliance suite that provides businesses with deep security insight and continuous protection against cyber-attacks.
By Miles Reucroft • Nov 22, 2016 9:00:00 AM
WHIreland has taken the next step in enhancing its offering by selecting Intelliflo’s Intelligent Office solution for its wealth planning team. WH Ireland Wealth Planning provide tailored independent financial planning advice.
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