Miles Reucroft

Recent Posts

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

By Miles Reucroft • Oct 23, 2018 11:43:33 AM

Intelliflo is celebrating reaching 50 live apps in its iO Store with the addition of cashflow modelling fintech start-up, i4C.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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. 

Read More