intelliflo is on a mission to widen access to financial advice
Jennifer Valdez, President of the Americas, sits down for an exclusive inteview with Citywire | September 2023
Intuitive technology is important for advisors who need to balance being efficient in order to scale but still deepening the relationship they have with their clients. Watch the interview to learn how intelliflo’s mission to power the entire advisory business for advisors and their clients can help advisors do just that.