Is your business ready for GDPR?
GDPR will fundamentally change how financial advisers store, secure and use client data. You have until 25 May 2018 to be compliant.
With a notable rise in the incidents of cyber crime it is imperative that financial advisory firms take steps to protect themselves against the multifarious threats that exists. Find out how financial advice firms can improve their cyber security efforts.
MiFID II (the second iteration of the Markets in Financial Instruments Directive) is arriving on 3 January 2018 and firms are manoeuvring into position to be ready.
There are a multitude of benefits to using iO in your business. See what one of our clients, Lumin Wealth Management, has to say about the benefits that it has brought their business here.
Number of firms using iO
Number of users using iO
RMAR reports in the last 12 months
How well do you protect your business? What planning do you have in place in case of cyber attack? Download our free white paper on cyber security.
Intelligent Office was voted 'Best Back- Office System' of the year at the 2017 Professional Paraplanner Awards.
Rob Walton, COO of Intelliflo, was on Asset TV with NCC Group to discuss cyber security and how it concerns financial advisers.
Intelliflo has been providing web-based software to the UK financial services sector since its formation in 2004. Our leading web-based practice management software, Intelligent Office, has continually evolved to meet regulatory and market changes and is widely used by UK financial advisers to help them become leaner and more efficient, manage their business risks and increase their profits.
By integrating with a huge range of platforms, service and tool providers, Intelligent Office supports modern advice firms in providing their clients with unparalleled service. The Personal Finance Portal, now including an automated advice option, helps them deliver that service in a secure and engaging way, improving the client experience and helping to grow and scale businesses cost-effectively.