A survey of 200 users of Intelliflo’s Intelligent Office during December revealed that advisers were optimistic that 2019 would see them increase business and recruit more staff.

Financial advisers are using social media as their main marketing tool, according to a study for adviser support company Intelliflo.

Cashflow modelling fin-tech start-up i4C has entered into a partnership with Intelliflo, a supplier of specialist online software for Financial Planners and mortgage advisers.

Intelliflo, the technology platform used by thousands of Financial Planners and financial advisers, has been sold by owner HgCapital to investment firm Invesco for an undisclosed sum.