By Nicola Reynolds • Nov 13, 2019, 10:08:29 AM • iO Store

Nearly two years since launching its iO Store, Intellifo has analysed the most popular apps downloaded by users of Intelligent Office and discovered that independent research and investment tools top the list, with almost twice as many being installed as the next most popular category.

Read More

By Nicola Reynolds • Oct 29, 2019, 8:40:14 AM • Regulation/ best practice

Intelliflo’s Intelligent Office management system has been awarded ‘Approved Associate System’ status in relation to the ISO22222 standard and The Paraplanner Standard™ by Standards International.

Read More

Nick Eatock will today (17 September 2019) return as Intelliflo’s Chief Executive Officer (CEO) following the departure of Hamish Purdey, who is leaving the firm to pursue new challenges. Hamish Purdey joined Intelliflo in November 2014, at which time Nick Eatock took on the role as executive chairman.

Read More

By Hamish Purdey • Aug 1, 2019, 1:01:52 PM • FinTech/ Cashflow/ Acquisition

Intelliflo has acquired i4C Technology, a market-leading UK provider of digital cashflow modelling applications for financial advisers.

Read More

By Hamish Purdey • Jul 31, 2019, 9:33:16 AM • Expansion/ New Hires

Intelliflo is structuring its business team to deliver expansion internationally, with Australia the first country in the delivery pipeline.

Read More

By Miles Reucroft • Jul 18, 2019, 9:45:20 AM

LinkedIn remains the top choice of social media platform for advisers to promote their businesses but Facebook has gained the biggest increase overall, according to Intelliflo’s annual social media survey.

Read More

By Miles Reucroft • May 28, 2019, 9:39:46 AM • GDPR

It’s one year since the General Data Protection Regulation (GDPR) was introduced (25 May 2018) and, according to a new survey by Intelliflo, its introduction impacted the daily business of nine out of 10 firms but just one in five say it had a major impact.

Read More

By Miles Reucroft • Apr 11, 2019, 9:46:00 AM • SM&CR

Most advisers are aware of the Senior Management and Certification Regime (SM&CR) that comes into force in December 2019 and almost two thirds (62%) of advisers are well on the way to being compliant according to a survey of 325 users of Intelliflo’s Intelligent Office (iO) in March 2019.

Read More

By Miles Reucroft • Feb 15, 2019, 1:48:28 PM

Tenet Group has signed an initial five year contract with Intelliflo for the provision of Intelligent Office to its network of over 1,300 investment and mortgage advisers.

Read More

By Miles Reucroft • Jan 2, 2019, 9:36:00 AM • Intelligent Office

A survey of 200 users of Intelliflo’s Intelligent Office during December 2018 highlights advisers are optimistic that 2019 will see them increase business and recruit more staff.

Read More