office

eAdviser index

intelliflo’s eAdviser index proves the impact technology can have within your advisory business: higher revenue, more clients and more assets under advice.

Our eAdviser index is the largest, most comprehensive analysis of UK financial advice firms to date. Its findings show that those firms that fully implement technology are able to advise more clients, attract more assets, streamline their service and boost their revenue.

“Advice firms maximising their use of intelliflo office generated 44% more revenue, 59% more ongoing revenue and 48% more assets under advice than those firms not yet fully using functionality on offer.”
Nick Eatock
CEO and Executive Chairman, intelliflo

eAdviser index findings

This press release highlights the key findings of our eAdviser index, including the identification of four very distinct groups; explorers, adopters, embracers and champions.

View the press release
“For firms at the start of their technology journey, investing the time to learn, understand and embed intelliflo office into their own processes and systems will reap the benefits…”

Find out how our eAdviser index proves tech-savvy advice firms outperform their peers

View insight