Intelliflo has integrated its client-facing Personal Finance Portal with its adviser back office system Intelligent Office, allowing the automatic transfer of information between the two. Intelliflo ...

One of the biggest challenges facing the advisory sector, according to Intelliflo chairman Nick Eatock, is how to help advisers engage with more clients at a time when the advice gap is growing. Given ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Open Banking provides financial and mortgage advisers with a better and ...

Given regulatory and market changes, the consumer needs more advice than ever before. However, the sector is not set up in a way which makes that possible, as it is typically the wealthy who have more ...