By Miles Reucroft • Jul 25, 2018 11:58:43 AM

Advisers are using social media as their main marketing tool, with twice as many using it compared to traditional routes, such as sponsorship of local sports teams and client events.

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By Miles Reucroft • Jun 19, 2018 4:04:10 PM

Cashflow modelling fintech start-up i4C has entered into a landmark strategic partnership with Intelliflo.

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By Miles Reucroft • Jun 6, 2018 8:02:03 AM • Invesco

Bringing together Intelliflo’s market-leading technology and Invesco’s broad investment management expertise to deliver unrivalled support for UK financial advisers.

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By Miles Reucroft • Apr 11, 2018 10:23:00 AM

With just weeks to go until the 25 May deadline, advisers still have work to do to ensure they meet the demands of the new General Data Protection Regulation (GDPR), finds Intelliflo.

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By Miles Reucroft • Mar 29, 2018 11:13:17 AM

Following the third meeting of Intelliflo’s GDPR Customer Working Group, which represents around 2,000 UK-based advice firms, a paper has been published that tackles how firms should deal with the consent and privacy notice sections of the new regulation, which comes into force on 25 May 2018.

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By Miles Reucroft • Mar 7, 2018 2:34:59 PM

Intelliflo’s new iO Store has been enhanced with the integration of DocuSign’s Digital Transaction Management (DTM) platform and eSignature service, enabling advisers and their support teams to obtain online signatures for essential documents quickly, efficiently and securely via the online app. 

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By Miles Reucroft • Feb 15, 2018 10:00:00 AM

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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By Emma Blackburn • Jan 17, 2018 2:06:19 PM

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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By Miles Reucroft • Jan 2, 2018 10:04:20 AM

Intelliflo’s GDPR Working Group is urging advisers to exercise caution in managing their data when preparing to comply with new GDPR rules that come into effect on 25 May 2018. Active decisions are required about deleting or keeping data and the options are far from straightforward.

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By Miles Reucroft • Dec 11, 2017 9:32:15 AM

MiFID II and the General Data Protection Regulation (GDPR) have been the top two headaches for advisers during 2017, according to a new survey by Intelliflo.

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