News about Intelliflo in the adviser industry

Two Financial Planning software providers integrate with iO
(FP Today 22 February 2018)

Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial Planning process more efficient.

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Intelliflo Shapes Business Priorities With Insights From Splunk Enterprise
(Finance Digest 24 February 2018)

Machine Data Analytics Help Financial Advisory Software Firm Improve Customer Experience

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Intelliflo shapes business priorities with insights from Splunk enterprise
(Global Baking & Finance review 23 February 2018)

Machine Data Analytics Help Financial Advisory Software Firm Improve Customer Experience

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Intelliflo shapes business priorities with Splunk insights
(Digitalisation World 21 February 2018)

Intelliflo is using Splunk® Enterprise to help identify new business opportunities through data-driven decision making.

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Intelliflo launches iO store to deliver integrated partner apps
(wealthadviser 21 February 2018)

Intelliflo has launched the iO Store, a way for users of its Intelligent Office (iO) practice management software to install apps from third party integrated products and services.

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Intelliflo launches third party apps through new iO store
(financialreporter 21 February 2018)

Intelliflo will now allow users of its Intelligent Office software to install apps from third party integrated products and services.

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Synaptic integrates with Intelliflo
(wealthadviser 21 February 2018)

Synaptic Software, an insurance and financial solutions provider, has integrated its full suite of tools with Intelliflo’s iO Store, which is available to all firms using its Intelligent Office (iO) software.

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Intelliflo and Brookland computer launch GDPR toolkit
(Professional Paraplanner 21 February 2018)

Intelliflo has joined forces with Brookland Computer Services to create a GDPR toolkit, designed to help advisers and paraplanners meet the requirements of the new regulation.

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Intelliflo launches iO Store to deliver integrated partner apps
(Professional Adviser 20 February 2018)

Intelliflo has launched the iO Store as a way for users of its Intelligent Office (iO) practice management software to install integrated products and services apps from third parties.

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Intelliflo using Splunk Enterprise to identify business opportunities
(wealthadviser 20 February 2018)

Intelliflo is using Splunk Enterprise to help identify new business opportunities through data-driven decision making. Intelliflo uses the Splunk platform to gain real-time insights into leading business indicators around the usage and adoption of the firm’s services.

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Intelliflo using Splunk Enterprise to identify business opportunities
(institutionalassetmanager 20 February 2018)

Intelliflo is using Splunk Enterprise to help identify new business opportunities through data-driven decision making. Intelliflo uses the Splunk platform to gain real-time insights into leading business indicators around the usage and adoption of the firm’s services.

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Intelliflo and Brookland Computer Services launch GDPR toolkit and readiness assessment
(institutionalassetmanager 15 February 2018)

Intelliflo has collaborated with Brookland Computer Services, a specialist technology solutions and advisory firm with 20 years’ experience working for regulated clients in the financial services and legal markets, to produce a comprehensive GDPR toolkit ahead of the new regulation coming into force on 25 May 2018.

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Intelliflo launches GDPR toolkit for advisers
(financial reporter 15 February 2018)

Intelliflo has partnered with Brookland Computer Services to produce a GDPR toolkit ahead of the new regulation coming into force on 25 May 2018.

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Intelliflo and Brookland Computer Services launch GDPR toolkit and readiness assessment
(hedgeweek 15 February 2018)

Intelliflo has collaborated with Brookland Computer Services, a specialist technology solutions and advisory firm with 20 years’ experience working for regulated clients in the financial services and legal markets, to produce a comprehensive GDPR toolkit ahead of the new regulation coming into force on 25 May 2018.

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Adam Higgs: How can adviser software help you comply with GDPR?
(Professional Adviser 05 February 2018)

As the holders of most client data, many adviser firms will look to their chosen software suppliers for help ensuring compliance with the GDPR - so here Adam Higgs looks at some of the key players and issues

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GDPR and financial advice: Putting the right processes in place
(Professional Adviser 07 February 2018)

Rounding off his series of articles based on the latest meeting of the Intelliflo GDPR Working Group on the ramifications of the GDPR for financial advice firms, Rob Walton underlines the importance of process

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GDPR and financial advice: lawful processing
(Professional Adviser 24 January 2018)

In the second of a new series of articles based on the latest meeting of the Intelliflo GDPR Working Group on the ramifications of the GDPR for financial advice firms, Rob Walton takes a closer look at lawful processing

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SimplyBiz launches new financial planning system
(Professional Paraplanner 24 January 2018)

SimplyBiz has launched an end-to-end financial planning system, which will bring all its existing planning tools into one integrated system.

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SimplyBiz group launches complimentary end-to-end investment advice system
(Global Bancking & Finance review 23 January 2018)

The SimplyBiz Group has collaborated with Defaqto and Intelliflo to develop Centra, with some components within the solution developed by Oxford Risk, Finametrica, Morningstar and Moody’s.

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SimplyBiz Group launches new investment advice system
(BestAdvice 23 January 2018)

The SimplyBiz Group has collaborated with Defaqto and Intelliflo to develop Centra, with some components within the solution developed by Oxford Risk, Finametrica, Morningstar and Moody’s.

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SimplyBiz group launches complimentary end-to-end investment advice system
(Finance DIGEST 23 January 2018)

The SimplyBiz Group has today announced the launch of a new and exciting end-to-end financial planning system called Centra. The SimplyBiz Group has collaborated with Defaqto and Intelliflo to develop Centra, with some components within the solution developed by Oxford Risk, Finametrica, Morningstar and Moody’s.

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Train your staff in GDPR to protect against data breach claims
(Adviser Business Review 23 January 2018)

Adviser firms need to make training of staff about the new GDPR rules a top priority ahead of its implementation date on 25 May 2018, in order to mitigate the risks of expensive data breach claims, according to a GDPR industry working party set up by Intelliflo.

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GDPR: Adviser firms must make staff training a priorirty
(Professional Paraplanner 17 January 2018)

Training staff about the new GDPR rules ahead of its implementation date on 25 May 2018 should be a top priority to ensure firms mitigate the risks of expensive data breach claims, according to a GDPR industry working party set up by Intelliflo.

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Advisers must prioritise GDPR staff training, warns Intelliflo
(Professional Adviser 17 January 2018)

Training staff ahead of the implementation of the General Data Protection Regulation (GDPR) on 25 May should be a top priority, according to a working group set up by Intelliflo to address its implications.

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Advisers urged to make staff training a priority ahead of GDPR
(Commercial Reporter 17 January 2018)

TTraining staff about the new GDPR rules ahead of its implementation date on 25 May 2018 should be a top priority to ensure firms mitigate the risks of expensive data breach claims, according to a GDPR industry working party set up by Intelliflo.

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Advisers urged to make staff training a priority ahead of the GDPR
(Wealth Adviser 17 January 2018)

Advisers urged to make staff training a priority ahead of the GDPR

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Working party warns advisers to train staff now ahead of GDPR
(FP Today 17 January 2018)

Training staff about the new data protection GDPR rules ahead of implementation on 25 May should be a top priority to ensure firms mitigate the risks of expensive data breach claims, according to a GDPR industry working party.

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Advisers urged to train staff on GDPR to avoid data breach fines
(Financial Reporter 17 January 2018)

Intelliflo is urging adviser firms to make training staff a top priority ahead of the implementation of new GDPR rules on 25th of May to mitigate the risks of expensive data breach claims.

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Why 2018 is the year to go digital
(Adviser-hub 11 January 2018)

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

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GDPR and financial advice: Subject access requests
(Professional Adviser 10 January 2018)

In the first of a new series of articles based on the latest meeting of the Intelliflo GDPR Working Group on the ramifications of the GDPR for financial advice firms, Rob Walton covers subject access requests

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Advisers can legitimately reject right to erasure requests
(FT Adviser 2 January 2018)

Intelliflo’s General Data Protection Regulation working group has claimed formal agreements allow advisers to refuse clients requests to erase their details.

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News about Intelliflo in the adviser industry in 2017

Intelliflo upgrades ready for new data rules
(FT Adviser 29 December 2017)

European data rules will be one of Intelliflo's priorities for 2018, its executive chairman has said. Nick Eatock said data, and how it is managed, will be "major themes" for 2018 and there is already work going on to upgrade Intelliflo's iO system ahead of the introduction of the General Data Protection Regulation in May.

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Intelliflo on why 2017 was tech tipping point
(FT Adviser 27 December 2017)

The executive chairman of Intelliflo has said 2017 was a "tipping point" for advisers waking up to the opportunities offered by technology.

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The GDPR clock is ticking: ten point guide to help you prepare
(Discus 30 November 2017)

Earlier this year at one of the DISCUS seminars, a quick show of hands from financial advisers indicated many were unclear about their responsibilities under the new General Data Protection Regulation (GDPR), which comes into force on 25th May 2018.

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Majority of advisers could miss GDPR deadline, Intelliflo warns
(Professional Adviser September 2017)

The majority of Intelliflo's Intelligent Office (iO) users have yet to start planning for the incoming General Data Protection Regulation (GDPR), meaning many face missing the deadline, the firm has warned.

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Intelliflo forms working group to address challenges of GDPR
(Professional Adviser September 2017)

Intelliflo has gathered representatives from 11 major advice networks and advice firm customers to form a working group that aims to solve challenges advisers may struggle with in preparing for the incoming General Data Protection Regulation (GDPR).

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7IM Integrates 7Imagine App with Intelliflo's Intelligent Office
(Professional Paraplanner 10 August 2017)

Seven Investment Management’s (7IM) App, 7IMagine, is now integrated with Intelliflo’s Intelligent Office, enabling clients’ personal and financial information to populate 7Imagine, removing the need for rekeying.

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Thomas Miller Investment chooses Intelliflo’s Intelligent Office
(WealthAdviser 9 August 2017)

Thomas Miller Investment (TMI), an independent investment and wealth management firm, has chosen Intelliflo’s Intelligent Office (iO) client relationship management system to support its wealth management business.

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7IM reveals cashflow modelling app link up with Intelliflo
(FP Today 1 August 2017)

Seven Investment Management has linked up with Intelliflo to connect its cashflow planning tool app.

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Intelliflo looks to push protection robo-advice
(FT Adviser 28 July 2017)

Intelliflo is planning to expand its automated advice service into protection, Nick Eatock has said. The technology company’s founder said its service, which currently focuses on investment products, would be extended at the beginning of next year.

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Ian McKenna: Go with the Intelliflo
(Money Marketing 28 June 2017)

Launches and developments announced at Intelliflo’s recent annual conference cements its place as a major player in the world of adviser software.

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Intelliflo speeds up protection quote service
(FT Adviser 22 June 2017)

Intelliflo has enhanced its Intelligent Office system in order to streamline the process of finding the right protection products for clients.

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Winners of professional paraplanner awards announced
(Professional Paraplanner 8 June 2017)

Winners of the Professional Paraplanner Awards 2017 were announced to an audience of paraplanners and industry figures following a jam-packed day of presentations and workshops at our Technical Insight Seminar in London.

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Newell Palmer implements Intelliflo Intelligent Office
(WealthAdviser 30 May 2017)

IFA firm Newell Palmer has selected Intelliflo’s Intelligent Office (iO) suite of software to help it streamline its business operations as it continues to expand across the West Midlands.

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Robert Walton: Top tips to protect you and your clients from cybercrime
(Professional Adviser 26 May 2017)

The recent ransomware chaos suffered by the NHS and other organisations illustrates how vulnerable businesses can be to cyberattack. Robert Walton looks at what advisers can do to help protect themselves and their clients

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Intelliflo launches cyber security helpline for IO users
(Professional Adviser 22 May 2017)

Intelliflo has brought forward the launch of its free cyber security helpline following the recent 'ransomware' attacks on businesses across the globe.

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Advisers hit by cyber attacks
(IFA Magazine 15 May 2017)

Advisers have been hit by cyber attacks. This is the conclusion of new research from Intelliflo, a company which provides information technology services to financial services companies.

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Intelliflo adds top-up facility to Automated Advice
(WealthAdviser 10 April 2017)

Intelliflo has added a top-up facility to its Automated Advice service available to advisers through the Intelligent Office (iO) Personal Finance Portal (PFP).

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Intelliflo adds social media functionality
(FT Adviser 15 March 2017)

Intelliflo has added social media capabilities to its flagship web-based business management system through synergy with another adviser-facing technology firm.

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Intelliflo to provide business management system to Greystone Financial Services
(WealthAdviser 13 January 2017)

Greystone Financial Services has chosen Intelliflo’s Intelligent Office (iO) as its business management system following a review of systems offering web-based solutions.

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Chase De Vere trusts its IT operating system to Intelliflo
(Financial IT 03 January 2017)

Chase de Vere, the national firm of independent financial advisers, is pleased to announce that it will be partnering with Intelliflo, as it invests in technology solutions to upgrade its back, middle and front office systems.

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News about Intelliflo in the adviser industry in 2016

 

Architas appoints four to UK distribution team (published on Professional Adviser's website on
19 January 2016)

Architas has expanded its UK distribution team with four new appointments, as it prepares to develop its offering for advisers further this year.

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Using technology advisers can become disruptors in their market (published on Adviser Business Review's website on 15 January 2016)

The market leading adviser firms in 3-5 years time will be running their businesses to the limit of their technology and will have fully integrated their service with their clients’ needs, IntelliFlo executive chairman Nick Eatock tells ABR editor Rob Kingsbury

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Prepping for client meetings and reviews (published on Adviser Business Review's website on
15 January 2016)

We talk to advisers about the way they prepare for new client meetings and for their client reviews. Meeting with clients, both new and existing, provides advisers with the opportunity to demonstrate their value, as well as understand their client’s needs and goals. But what should these meetings entail and do advisers benefit from following a certain process?

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Guide to Robo-advice (published on FT Adviser's website on 07 January 2016)

Robos are not revolutionary but are just a natural application of technology improvements and commercial opportunity – just as eBay is little more than an electronic version of a car boot sale.

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Regulatory requirements for robo-advice (published on FT Adviser's website on 07 January 2016)

Regulatory requirements for digitally enabled solutions are the same as for traditionally delivered advice.

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