- Wednesday, 06 January 2021
Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.Read more...
- Wednesday, 23 September 2020
Intelliflo has added Open Banking access to its fintech services to enable Financial Planners to have a better oversight of clients’ entire finances.Read more...
- 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...