New adviser CRM aims to challenge the market
- Monday, 04 March 2024
- Articles
A new adviser CRM has been launched to challenge the likes of established CRM firms such as Intelliflo, IRESS and Time4Advice.
Read more...7 in 10 adviser clients are over 50
- Thursday, 16 November 2023
- Articles
Close to 7 in 10 (68%) of financial advice clients are over the age of 50, according to a new report.
Read more...Intelliflo adds integral cashflow modelling
- Thursday, 27 April 2023
- Articles
Adviser fintech and back office provider Intelliflo has added cashflow modelling and planning capabilities to its core Intelliflo Office system.
Read more...FNZ hires former Intelliflo sales head
- Thursday, 09 December 2021
- Articles
Wenda Field, former chief sales officer at Intelliflo, has been appointed chief commercial officer UK at platform engine FNZ.
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