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.
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.
Usage of social media by UK advisers is up for the third year running, according to Intelliflo’s third annual survey* into social media usage.
Sanlam UK, part of the global Sanlam Group, has selected Intelliflo’s Intelligent Office solution.
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.
Intelliflo is pleased to announce that Mazars Financial Planning Ltd, part of the Mazars Group, has chosen Intelliflo’s Intelligent Office (iO) as its business management system.
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).
Leading adviser software specialist, Intelliflo, has announced the next phase for its digital advice and personal financial management hub, the Personal Finance Portal (PFP).
