Category: Wealth Practice Management Systems
ECOSYSTEMS – PRACTICE MANAGEMENT SYSTEMS
Software Supplier Adviser Cloud Website advisercloud.co.uk Software Supplier Assyst Software...
Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020
Enhanced platform integration capabilities and use of leading-edge Amazon technology to support a...
Intelliflo’s move into Open Banking
“Intelliflo’s move into Open Banking represents a step forward in the way that people are able to...
How many software systems does it take to service your clients?
How many software systems does it take to service your clients? PlanHappy believe that to improve...
Adviser Practice Management Systems – who’s who, old and new
A practice management system, used effectively, should be the core operating system for a modern...
My experiences using Intelliflo – Intelligent Office
As a practice management system, the Intelligent Office (iO) system provides a range of...
Ian McKenna: i4C to Intelliflo
i4C to Intelliflo Intelligent Office has had its own set of planning tools for many years but...
What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market
What today’s announcements mean from the wider market Intelliflo’s Change the Game...
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Practifi – Product Flow
Adrian Johnstone, Chief Commercial Officer at Practifi takes a quick run through of a typical workflow, showing how a user or adviser would navigate through Practifi on a typical day to gain a complete 360 view of client and account information, including recent interactions, tasks, processes, and more.
Intelliflo Personal Finance Portal: Empowering clients with around the clock access to their finances
There has been a big shift in consumer attitudes and a desire for all things digital. Intelliflo...
Intelliflo Intelligent Office: The UK’s most used Practice Management System
Fresh of their win for Back-Office System of the Year at the 2018 Professional Paraplanner Awards,...