We’ve long championed the role that technology can play in the financial advice profession here at Intelliflo. And why wouldn’t we? Our business management software, Intelligent Office, is used by about a third of the UK financial advice profession, with our technology sitting at the heart of those firms’ operations.

Read More

By Miles Reucroft • 25-Apr-2018 15:42:29

Intelliflo’s Change the Game conferences are arriving in Manchester and London this June and will feature the usual blend of financial advice industry updates, technological advancements and thought provoking guest speakers.

Read More

I saw some interesting statistics in a recent communication from Platforum, relating to how robo advice is evolving to increase its commercial viability. The statistics, taken from Platforum’s European Consumer Insights report, reveal that just 18% of European investors are open to using pure robo advice yet almost three times as many would use it if some sort of human advice is also available.

Read More

By Robert Walton • 13-Apr-2018 10:36:04 • GDPR

Whilst awareness of the General Data Protection Regulation (GDPR) has certainly improved in early 2018 – how can it not have, given the coverage the regulation is receiving? – there is still work to be done for UK financial advice firms in getting ready for 25 May.

Read More

By Robert Walton • 20-Mar-2018 15:04:11

The General Data Protection Regulation (GDPR) is looming large on the horizon now, with 25 May edging ever closer. One of the more keenly debated aspects of the regulation is what firms should do with the data that they hold on individuals. Doing nothing is not an option and processes and procedures for data handling, at a minimum, require reviewing. Beyond that, how should data be handled and processed, and when should it be retained or deleted?

Read More

By Robert Walton • 08-Mar-2018 12:24:14

Can you benefit from the General Data Protection Regulation (GDPR)? With the regulation set to bring about fundamental changes to the rights that people have over how their personal data is processed, it is causing the UK financial advice industry a lot of work and, seemingly, a lot of concern.

Read More

By Robert Walton • 28-Feb-2018 14:38:54

25 May 2018... it's the deadline that has been looming ever larger on the horizon as firms prepare for the General Data Protection Regulation (GDPR).

Read More

By Miles Reucroft • 27-Feb-2018 10:11:41 • GDPR

The General Data Protection Regulation is fast approaching, with a go-live date of 25 May. Of course, you already knew that, right?

Read More

I was absolutely thrilled that Intelliflo was named Best Technology Provider at the 2018 Professional Adviser Awards for a staggering, market leading sixth time – I’d have questioned your sanity had you told me we’d be in this position when we started out in the 2004!

Read More

By Emma Blackburn • 12-Feb-2018 16:24:00 • GDPR

Robert Walton, COO here at Intelliflo, discusses the impact of the General Data Protection Regulation (GDPR) for UK financial advice firms with Jenny Hammond from Asset TV. The below video explores the crucial need for employees of financial advice firms to become aware of the processes and procedures involved with GDPR, which comes into legislation on 25 May 2018. 

Read More