Sanlam UK, part of the global Sanlam Group, has selected Intelliflo’s Intelligent Office solution.
Intelliflo has launched an Open API for its award winning business management system, Intelligent Office (iO), enabling its adviser and supplier partners to integrate their own solutions and processes fully with the data and functionality within iO.
WEALTH at work - a leading provider of financial education in the workplace, has selected Intelliflo’s Intelligent Office (iO) to power its extensive suite of services.
Intelliflo is pleased to announce that Mazars Financial Planning Ltd, part of the Mazars Group, has chosen Intelliflo’s Intelligent Office (iO) as its business management system.
Large product providers going direct to clients is seen as the biggest threat to adviser businesses, according to a poll carried out at two recent Intelliflo ‘Change the Game’ conferences.
Leading adviser management software provider Intelliflo has announced details of the investment providers who will feature in its Automated Advice Service when it launches this summer to clients of advisers using the Intelligent Office (iO) Personal Finance Portal (PFP).
This summer advisers using Intelliflo’s Personal Finance Portal (PFP) will have the option to interact digitally with their clients via virtual face-to-face meetings, thanks to an integration with SaleMove. This will allow them to securely share and view documents and other information in PFP, safe in the knowledge that all ‘conversations’ are automatically recorded against the client record in Intelligent Office (iO).
Intelliflo is launching a new training academy which offers users of its Intelligent Office (iO) software access to an enhanced range of training designed to maximise the benefits offered by the system.
Leading adviser management software provider, Intelliflo, has today announced details of the Simplified Investment Advice service targeted to launch this Summer to clients of advisers using the Intelligent Office (iO) Personal Finance Portal (PFP). Advisers can choose which clients have access to the service.
A survey* with 169 users of Intelliflo’s Intelligent Office during March 2016 has found: