Nick Eatock

Transact and Intelliflo partner on new adviser app

Platform Transact has partnered with adviser software provider Intelliflo to launch a new app to improve adviser efficiency.
Intelliflo launches video and AI-driven advised client products

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.
Intelliflo and 6 fund groups launch robo-style service for advisers
Nearly 3 in 4 advisers now using social media
Two Financial Planning software providers integrate with iO
Invesco snaps up adviser tech firm Intelliflo
Cashflow fin-tech start-up partners with Intelliflo
Advisers optimistic for 2019, Intelliflo survey reveals
MiFID II concerns top adviser’s list of headaches
Fintech firm builds team for international expansion
Prestwood and Intelliflo unveil strengthened partnership
Intelliflo fintech gets FCA nod over Open Banking
Timeline integrates with Intelliflo Intelligent Office fintech
Eatock returns as Intelliflo CEO as Purdey bows out
Client referrals and extra staff top adviser 2020 growth plans
Intelliflo adds Open Banking to Financial Planning portal
Only 1 in 3 advisers use cashflow tools with all clients
Intelliflo merges 5 businesses under 1 brand
48% of advisers report surprise increase in clients
A new digital era of advice – Intelliflo

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