intelliflo
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Advisers fully leveraging technology outperform peers in record numbers, intelliflo’s eAdviser Index reveals
Financial advice firms fully embracing technology generated per adviser 119% more recurring revenue, 105% more revenue, 86% more assets under advice, and…
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Four essential insights from intelliflo’s 2025 eAdviser index
We know that technology plays a crucial role in the success of advice firms. Since 2018, intelliflo’s eAdviser index has tracked how…
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Three ways AI can transform your advice journey
Almost three-quarters (72%) of advice firms believe integrating Artificial Intelligence in advice delivery is important, according to intelliflo’s latest marketwide Advice Efficiency…
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Six features you need in your tech stack to stay competitive
intelliflo’s 2024 market-wide advice efficiency survey found that overreliance on manual processes and lack of integration and digitalisation are creating unnecessary errors…
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Not all advisers Senior Management and Certification Regime compliant
Almost a quarter of advisers are not yet with compliant the Senior Management and Certification Regime (SM&CR) that comes into force in…
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Advisers optimistic about business growth in 2019
Advisers are optimistic about business growth in 2019. So concludes a survey of 200 users of Intelliflo’s Intelligent Office during December 2018.…
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New top fear for advisers
The fear of robo-advice might have receded, but there’s a new top worry on the horizon. Now attention has switched to large…
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Invesco acquires Intelliflo
Global investment management firm Invesco has acquired Intelliflo, the UK’s leading technology platform for financial advisers. Intelliflo has been owned by HgCapital,…
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Advisers struggling with data protection deadline
It’s just weeks until the General Data Protection Regulation (GDPR) deadline, yet advisers still have work to do. This is the conclusion…
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LinkedIn still top social platform for advisers
LinkedIn remains the top social platform for financial advisers, although Facebook has increased in popularity. So says new research from specialist adviser…
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