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The eAdviser Index

Intelliflo’s eAdviser Index offers those firms using Intelligent Office insight into how well they adopt technology in their business by providing them with a score against five key areas and showing them where they stand in relation to their industry peers.

The eAdviser Index analysis offers insight into how adopting the technology available through Intelligent Office can fundamentally impact the time, revenue and profit which financial advice firms can generate.

This paper evidences how technology is:

  • Enabling advice firms to advise more clients
  • Driving profit through advice processes
  • Attracting younger clients to firms
  • Fundamentally impacting revenue generated
  • Putting time back into the advice process
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