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Top News In Intelliflo Office Today - Breaking & Trending Today

Brooks Macdonald partners with Intelliflo on advice tech

Brooks Macdonald Group will work with Intelliflo as its technology partner for financial advice, the business announced. ....

United Kingdom , Leigh Philpot , Nick Eatock , Intelliflo Office , Brooks Macdonald , Androit Financial Planning , Integrity Wealth Solutions , Nick Eatock , Leigh Philpot ,

Brooks Macdonald partners with Intelliflo to support growth plans

Brooks Macdonald Group has chosen intelliflo as their new technology partner for financial advice. This partnership aims to support Brooks Macdonald’s plans to them scale and grow their private client advice in the United Kingdom. ....

United Kingdom , Lynsey Cross , Alan Carruthers , Leigh Philpot , Ben Thorpe , Nick Eatock , Intelliflo Office , Integrity Wealth Solutions , Brooks Macdonald , United Kingdom Based , Adroit Financial Planning , Brook Macdonald ,

Regtech firm releases Consumer Duty data analytics tool

Regulatory technology (regtech) firm Model Office-MO (MO) has released consumer duty client data analytics dashboards. The tool benchmarks an advice firm’s client data quality and value against the four Consumer Duty outcomes. ....

Chris Davies , Nick Eatock , Joseph Twigg , Model Office , Intelliflo Office , Consumer Duty ,

Platforum: Most adviser tech companies can't expect to survive

The market for adviser technology is shallow, with only around 28,000 advisers in the UK, all being courted by several dozen tech firms selling their wares. Most providers can’t expect to survive. ....

United Kingdom , Intelliflo Office , Dynamic Planner ,

Operations Assistant

Owing to organic business growth Positive Wealth Creation Ltd is creating a new part-time operations assistant position to work closely with the existing team. A positive approach is essential. You will be proactive with initiative and the ability to multi-task. Excellent communication skills are required to ensure strong working relationships, as is confidence with numbers. Previous experience in an administration role would be advantageous as would proficiency with the standard business IT software. ....

Burnham On Sea , United Kingdom , Intelliflo Office , Wealth Creation Ltd , Positive Wealth Creation , Positive Wealth Creation Ltd , Role Responsibilities , Client Portfolio , Quarterly Product Guides ,