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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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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