Intelliflo
Financial planning | 27 Feb 25
Married men over 50 most likely to receive financial advice
The research draws on 2.8 million advised client records held within intelliflo office
Mabel Insights partners with Intelliflo on adviser app
App accessible to all Intelliflo customers as an integrated feature
Still major disparities in financial advice access, Intelliflo reveals
As CEO pushes use of technology to reduce gaps
Should advisers see AI as a threat to their business?
‘Essential to maintain a balance’
Intelliflo partners with SS&C to ‘transform’ UK advice market
Firms have created Wealthlink – the ‘deepest ever integration’ between a practice management system and an investment platform