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 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 Jo Gilbey • Aug 1, 2016 8:45:40 AM • Financial adviser software/ CRM & data/ Tech
Intelliflo has launched an Open API for its award winning business management system, Intelligent Office (iO), enabling its adviser and supplier partners to integrate their own solutions and processes fully with the data and functionality within iO.
By Jo Gilbey • Jul 13, 2016 10:15:29 AM • Financial Adviser Solutions/ Financial adviser technology/ Financial adviser software
WEALTH at work - a leading provider of financial education in the workplace, has selected Intelliflo’s Intelligent Office (iO) to power its extensive suite of services.
By Jo Gilbey • Jun 8, 2016 1:56:22 PM • Financial adviser technology/ Financial adviser software
Leading adviser management software provider Intelliflo has announced details of the investment providers who will feature in its Automated Advice Service when it launches this summer to clients of advisers using the Intelligent Office (iO) Personal Finance Portal (PFP).
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