Intelliflo - Online adviser software

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!

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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. 

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By Emma Blackburn • 09-Jan-2018 11:59:35

With the new year in full swing, have you enacted your resolutions? As the world adapts to the technological revolution it is time for IFA’s to digitalise their work as well – that is why 2018 is the year to go digital.

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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.

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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.

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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.’

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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.

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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.

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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?

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