Pembroke Financial Services switched to Intelligent Office in order to streamline their advice process. Hear how Intelligent Office has benefitted their business.
Switching business management system is a challenging process, but one Intelliflo endeavours to make as painless as possible. Find out how Pembroke Financial Services found the experience of moving to iO.
Chameleon PA uses Intelliflo's Intelligent Office (iO) business management software to help its clients by driving accuracy and efficiency in the processes it supports them with. Watch their story here.
PK Financial, which sits within the PK Group, is a firm of financial advisers that switched to Intelligent Office in order to drive growth, efficiency and cost savings across the business.
There are a multitude of benefits to using iO in your business. See what Lumin Wealth Management has to say about the benefits that it has brought their business here.
Alan Moran explains why he made the decision to switch to Intelligent Office.
Tim O'Connor explains how by choosing Intelligent Office he has future-proofed his business.
See how our clients are improving their customer service and getting a great return on their investment into Intelligent Office.
“We just felt iO delivered a better overall package for us to take the business forward” – Derek Miles, Chief Executive, Aspira Corporate Solutions Ltd.
Aspira Corporate Solutions Ltd speak about the Management Information insights they get from Intelligent Office.
See how Intelligent Office can help stream-line income matching and help you to manage your regulatory reporting requirements.
See how Intelliflo’s client services team work alongside our clients to provide unparalleled advice and support.
See how a digital age adviser firm saves £160k a year.
The move to Intelligent Office represents the biggest investment we've made in a single initiative since the Network launched back in 2004, and is a key element of our commitment to ensuring that Legal & General's distribution network is the strongest in the market.
View a case study on how CMG Advisers LLP researched business management systems and are enjoying the benefits Intelligent Office brings to their business.
See how our clients are overcoming technology concerns and benefitting from the advantages of using our web-based system, Intelligent Office.
FINTECHforum brings you an expert panel to discuss collaboration, robo-advice, international regulations, data analysis and future trends.
We have recently implemented a new tool called Splunk which enables us to collect data from numerous sources, analyse and act upon the findings. In this video, Intelliflo's Chief Operating Officer, Rob Walton gives an overview of how it works.
Some advisers with ‘supermodel’ strategies are getting lucrative business from focusing on the affluent but many more are finding such clients elusive, with the majority of potential new clients being far from asset-rich.
Watch a demonstration of our Personal Finance Portal (PFP) system
How using integrated technology solutions, users can create greater efficiency and timesaving in their existing businesses processes. Freeing up more time for firms to spend with their overall servicing costs.
The expert panel included Nick Eatock, Intelliflo's Chief Executive and debates how the support provided to advisers is expected to evolve over the next 3 to 5 years.
Full details of what cookies are, why we use them and how you can manage them can be found by reading our Cookies page.