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Latest client wins


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

Latest feature


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

Keep up to date with social media


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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