Adviser platform Transact has partnered with fintech and back office provider Intellifo to launch a data transfer application which it claims will help reduce rekeying, save advisers time and maintain data integrity.

Cloud-based adviser fintech provider Intelliflo has today launched two new products - the AI-driven, adviser-client relationship software Intelliflo IQ and Intelliflo Video, a video integration service for advisers.

Financial advice firms fully embracing technology generate more revenue and have more assets under advice and clients than low adoption rivals.

Nearly nine out of ten people receiving advice are 40 and over while almost three-quarters of clients are over 50, according to a study by adviser fintech Intelliflo.

Cloud-based fintech and back office provider Intelliflo has stuck a deal with fellow fintech Estgro to add estate planning to its adviser-focused offering.

Intelliflo, the cloud-based tech platform for financial advisers, has added 300 updates to its system over the past two years after feedback from customers.

Sponsored Partner Content from intelliflo:

intelliflo’s 2024 market-wide advice efficiency survey found that over-reliance on manual processes and lack of integration and digitalisation are creating unnecessary errors and extra work for advice professionals. With more firms than ever reassessing their technology to help reduce paper and remove friction, we’ve put together the features we think are crucial for a future-proofed tech stack, writes Johann Koch, Chief Sales Officer, UK & Australia, intelliflo. 

Johann Koch of intelliflo

Adviser fintech and back office provider Intelliflo has linked with cash savings platform Insignis Cash to offer advisers a cash management solution to their clients.