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The eAdviser Index

Proving the impact of technology in financial advice - higher AUM, more clients, more revenue

eAdviser Index by Intelliflo

Intelliflo capture almost 1.5 billion clicks in our Intelligent Office (iO) software and based upon usage studies of the technology we can conclude that proper use of technology throughout all aspects of the advice process can bring about fundamental business results for firms. Below we have put together a suite of content which explains what the eAdviser Index is, how the scores are generated and shows how firms can fundamentally impact the time, revenue and profit they can generate by using iO.

eAdviser Index introduced

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eAdviser Index explained

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eAdviser Index results

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eAdviser Index in-depth

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What kind of adviser are you?

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Increasing your adviser revenue

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Messer & Matthews case study

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TFA case study

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