Daily Newsletter Sign-up

Register for Financial Planning Today website for FREE to view more stories and get our daily newsletters. Click on 2 stories to see Registration pop up.

A new digital era of advice – Intelliflo

Adviser technology provider intelliflo recently underwent a major rebrand. The firm’s CEO Nick Eatock talked to Financial Planning Today about the major changes and his plans and why he believes we are entering a new digital era of financial advice.


48% of advisers report surprise increase in clients 

Nearly half (48%) of all financial advisers report an increase in client numbers in the last year, according to Intelliflo’s Advisory Business Impact Poll 2021.


Intelliflo merges 5 businesses under 1 brand 

Adviser fintech Intelliflo has brought together five business under a new global Intelliflo brand.


FinCalc integrates with Intelligent Office

Cashflow and DB transfer software provider FinCalc has developed a two-way integration with back-office software Intelligent Office from Intelliflo.

 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details: