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.
By Jo Gilbey • Jul 13, 2016 10:15:29 AM • Financial adviser software/ Financial Adviser Solutions/ Financial adviser technology
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.
By Jo Gilbey • Jun 23, 2016 10:11:04 AM • Intelliflo news/ Financial adviser technology/ Financial Adviser Solutions
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.
Intelliflo's market-leading practice management software helps financial advisers transform and grow their business
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