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Showing 1 - 3 of 3 results for "Adviser Intelligence"

Advice group acquires software business

ALLY SELBY  |  TUESDAY, 2 JUN 2020
... adviser portal Centrepoint Connect and the development of AI-enabled practice management tool Centrepoint Adviser Intelligence." The acquisition from Chant West would help the dealer group develop its technology and data capabilities further, he said ...

Adviser Intelligence secures multi-million funding deal

ALEX BURKE  |  THURSDAY, 2 JUN 2016
Cloud-based financial planning software company Adviser Intelligence has announced a multi-million-dollar private funding and partnership arrangement with an investment technology firm. The partnership and funding deal with Avocado Consulting will allow ...

Small tech providers tempt aligned advisers to defect

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
... in a platform, they will put on a request. Literally, that request will go to the bottom of a long list." Adviser Intelligence director Jacqui Henderson said that many advisers were unhappy with platform providers. "There's still so much arrogance and ...
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