Client referrals and extra staff top adviser 2020 growth plans

Client referrals and pension transfers were seen as the biggest opportunity areas by financial advisers in 2019, according to a survey by fintech Intelliflo.

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Intelligent Office fintech gains prestigious accolade

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.

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Eatock returns as Intelliflo CEO as Purdey bows out

Intelliflo has revealed that Nick Eatock has returned as chief executive following the departure of Hamish Purdey.

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Timeline integrates with Intelliflo Intelligent Office fintech

Timeline has revealed a two-way integration with Intelliflo’s adviser back-office system Intelligent Office.

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