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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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 22, 2017 5:18:00 PM

Robo advice and large product providers going direct to clients continue to concern the majority of advisers, according to a poll carried out at the recent Intelliflo Change the Game conferences held in Manchester and London.

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