- Friday, 03 January 2020
Client referrals and pension transfers were seen as the biggest opportunity areas by financial advisers in 2019, according to a survey by fintech Intelliflo.Read more...
- Wednesday, 30 October 2019
Intelliflo's Intelligent Office management system has been awarded ‘Approved Associate System’ status, in relation to the ISO22222 standard and The Paraplanner Standard by Standards International.Read more...
- Tuesday, 17 September 2019
Intelliflo has revealed that Nick Eatock has returned as chief executive following the departure of Hamish Purdey.Read more...
- Tuesday, 10 September 2019
Timeline has revealed a two-way integration with Intelliflo’s adviser back-office system Intelligent Office.Read more...