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Intelliflo Ltd
Helping financial advisory firms transform and grow through technology. Suppliers of Intelligent Office, software for
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Intelliflo Ltd May 17
Just 1 month to go until the first of our Change the Game conferences in London! Register now for your free ticket:
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Intelliflo Ltd May 17
Thanks for the invite and a top evening (Dan and Nic) 👍
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Intelliflo Ltd May 16
Do you or do you know know anyone that's looking for a new career opportunity? If so, check out our Glassdoor page to find out what roles we currently have & what it's like working at Intelliflo.
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Intelliflo Ltd May 16
Busy coffee break at ! Visit us at our stand for a demo or a chat. ☕️
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Intelliflo Ltd May 16
“A digital fact find will provide a space to gather their net worth in a very engaging way leaving you to concentrate entirely on the value add” - on the 21st century factfind panel
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Intelliflo Ltd May 16
Our by on Intelliflo’s PFP, a client portal that has shown to increase engagement from 3% to 58%
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Intelliflo Ltd May 16
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Intelliflo Ltd May 13
User experience (UX) and user interface (UI) are key when using technology in your offering. Read article by on how to get it right.
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Intelliflo Ltd May 9
Has RDR met the FSA's original six targets? Lots of comments on this thread...
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Intelliflo Ltd May 8
FCA publishes a call for input on the 'unintended harm' caused to consumers by RDR and FAMR reports
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Intelliflo Ltd May 8
Delighted to be at the South Wales today. Listen to on empowering your business through technology or visit our team on the stand.
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Intelliflo Ltd May 8
Designed to support you every step of the way, our onboarding service comprises a team of industry experts who’ll ensure every element of your transition to Intelligent Office is seamless.
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Intelliflo Ltd May 7
Our Change the Game conferences are fast approaching! Register for your free place today:
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Intelliflo Ltd May 7
We have put together a series of related content specifically for the industry, which can help you identify areas within your own knowledge & business processes that could be improved upon in order to comply with the regulation.
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Intelliflo Ltd May 7
Increasing your adviser revenue - how can financial advice firms best service their existing client bank whilst continuing to attract new business? With tips from
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Intelliflo Ltd May 6
The SM&CR will require all senior managers to know what they are responsible for and enables the FCA to hold those individuals to account who fail in those duties. Find out what you need to know. &CR
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Intelliflo Ltd May 6
Find out what our users think of Intelligent Office, why they use it and how they utlilise the system in their businesses.
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Intelliflo Ltd May 3
Our cyber security webinars and white papers are aimed at highlighting the threat factors and techniques that financial advisory firms can deploy to best protect themselves and mitigate the risks of cyber attack. Take a look:
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Intelliflo Ltd May 3
Increasing your adviser revenue - how can financial advice firms best service their existing client bank whilst continuing to attract new business? With tips from
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Intelliflo Ltd May 2
An interesting article in written by on the benefits of creating a positive planning experience for clients from the outset.
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