Intelliflo merges 5 businesses under 1 brand 

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

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Only 1 in 3 advisers use cashflow tools with all clients

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

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Intelliflo adds Open Banking to Financial Planning portal

Intelliflo has added Open Banking access to its fintech services to enable Financial Planners to have a better oversight of clients’ entire finances.

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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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