Intelliflo - Online adviser software

By Miles Reucroft • Sep 27, 2017 9:00:00 AM

Intelliflo has formed a working group comprising representatives from 11 major networks and advice firm customers to identify and solve challenges for financial advice firms arising from the forthcoming General Data Protection Regulation (GDPR).

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By Jo Gilbey • Sep 20, 2017 9:02:58 AM • Compliance/ GDPR

A recent survey* among users of Intelliflo’s Intelligent Office (iO) shows the majority of advisers run the risk of not meeting the May 2018 deadline for being compliant with the General Data Protection Regulation (GDPR).

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By Miles Reucroft • Sep 5, 2017 9:18:36 AM

Usage of social media by UK advisers continues to increase, according to Intelliflo’s fourth annual survey* into social media usage.

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By Miles Reucroft • Aug 10, 2017 10:02:02 AM

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

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By Miles Reucroft • Jun 13, 2017 9:00:00 AM

The British Standards Institution (BSI) has awarded Intelliflo with ISO 27001 certification, an audited process that confirms the organisation adheres to information security best practice and delivers the highest standard of data security to its clients. It is certification that Intelliflo believes is essential to equip advisers with the necessary controls to meet the General Data Protection Regulation (GDPR) which is due to come into force in May 2018.

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By Miles Reucroft • Jun 2, 2017 10:49:05 AM

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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By Miles Reucroft • May 22, 2017 10:00:00 AM

Following the recent ransomware attacks that have targeted businesses around the world, Intelliflo and its cyber security partner, NCC Group, have brought forward the launch of a free cyber security helpline, which is now open to the 16,700 users of Intelligent Office (iO).

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By Miles Reucroft • May 15, 2017 9:38:07 AM

Almost half (44%) of financial advisers polled by Intelliflo¹ have had direct experience of cyber attacks, with 30% experiencing them in their personal lives and 14% in their businesses. A further 44% of respondents knew people who have been victims of attacks - only 12% said they, or anyone they knew, had no experience of cyber attacks.

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By Miles Reucroft • Mar 17, 2017 3:54:47 PM

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

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By Miles Reucroft • Feb 23, 2017 8:27:00 AM

Intelliflo’s Intelligent Office (iO) is getting social with the integration of Hearsay Systems’ flagship adviser cloud platform, which enables advisers to manage their social media and local, search-optimised web presences all from a single, easy-to-use dashboard.

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