Intelliflo - Online adviser software

By Miles Reucroft • 20-Oct-2017 09:53:39 • GDPR

It’s the season of regulatory merriment for financial advice firms at the moment, with MiFID II set for implementation on 3 January 2018 and GDPR closely following on 25 May. There is a lot for firms to consider and there have been countless articles, papers, webinars and blogs (such as this one), highlighting a multitude of perspectives, interpretations and concerns about both.

Read More

By Miles Reucroft • 03-Oct-2017 15:50:26

We recently ran a survey among 270 users of our Intelligent Office practice management system to gauge the readiness of UK financial advisers for the forthcoming General Data Protection Regulation (GDPR). It is, after all, arriving on 25 May 2018.

Read More

By Guest contributor, Nelson Vauxhall • 26-Jul-2017 16:34:36

With the advent of artificial intelligence (AI) and machine learning, there are buzzwords and phrases that are necessary to describe the applications that are starting to become the new norm. One of those phrases is ‘robo advice.’

Read More

By Miles Reucroft • 10-Jul-2017 09:00:00

The recent spate of global cyber attacks owing to the infamous WannaCry 2 and Petya malware programmes has caused consternation in a multitude of industries and countries – they have been indiscriminate attacks that have claimed victims from Telefonica to the NHS. They have also also affected a number of financial advisers, too.

Read More

By Miles Reucroft • 29-Jun-2017 10:12:43

Fishing may be seen as an idyllic activity to be enjoyed at leisure, especially in the heat that we have recently been enjoying, but its phonetically identically cousin, phishing, is leaving us all in real danger of being caught on indiscriminate hooks.

Read More

By Miles Reucroft • 05-Jun-2017 09:43:56 • Cyber Security

Cyber security is a growing concern for all firms across all industries at the moment, but financial services is the most targeted industry by cyber criminals. What does this mean for financial advice firms, and how can you keep your data and your clients safe?

Read More

By Miles Reucroft • 16-May-2017 11:08:48

You can earn CPD minutes while you watch this video on cyber security from Asset TV. Presented by Jenny Hammond, the video features panelists Stephen Bailey, Executive Principle Consultant at NCC Group and Rob Walton, Chief Operating Officer at Intelliflo.

Read More

By Miles Reucroft • 19-Apr-2017 09:50:08

When we sent out an email to all of our clients recently concerning MiFID II compliance, we received a number of responses. Many were keen to learn more about functionality that they can add to their practice management system in order to help with compliance. Some, however, were keen to point out that, since MiFID II is a European Union (EU) directive, that it will not be applicable to UK firms, owing to the UK’s democratic decision to leave the EU.

Read More

By Miles Reucroft • 05-Apr-2017 14:38:58

The Financial Conduct Authority (FCA) recently released an update to its interpretation of MiFID II ahead of full implementation on 3 January 2018. In the financial advice space, the area that has caused most discussion surrounded the requirement to record all client conversations.

Read More