MiFID II concerns top adviser’s list of headaches
- Thursday, 11 July 2019
- Articles
Dealing with MiFID II continues to be a major challenge for financial advisers, according to polls among more than 1,000 delegates who attended recent industry tech conferences.
Read more...Advisers optimistic for 2019, Intelliflo survey reveals
- Wednesday, 02 January 2019
- Articles
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.
Read more...Cashflow fin-tech start-up partners with Intelliflo
- Wednesday, 20 June 2018
- Articles
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.
Read more...Invesco snaps up adviser tech firm Intelliflo
- Wednesday, 06 June 2018
- Articles
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.
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