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Latest client wins

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Read details of the latest firms who have made the decision to switch to Intelligent Office

Latest feature

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Our Executive chairman Nick Eatock tells Professional Adviser, the notion of clients not being willing to engage with their adviser digitally is false

Press releases, Whitepapers, research and blogs

press-release1 Read our latest press releases
   
sunset-clause Download our paper 'The sunset clause - A new dawn for advisers'
   
PFP2-Infographic-small-1 Read our Chief Technical Officer, Akeel Ahmed's blog on his initial observations of PFP

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News

Santorini set up finance app
New Model Adviser - 17/08/2015
Leicestershire-based Santorini Financial Planning has launched a personal finance portal that allows clients to access real time information about their investments online and on their mobiles.
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Evolution not revolution: how to grow fast sustainably and safely
CityWire - 14/08/2015
Evolution not revolution: how to grow fast sustainably and safely by Rod Gentry.
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Revealed: The ten best adviser websites 2015
Professional Adviser - 13/08/2015
Professional Adviser reveals its ‘Ten bold and brilliant adviser websites 2015'.
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