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.

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

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

Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.