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Showing 1 - 6 of 6 results for "Intelliflo"

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... building relationships with clients remains crucial. Speaking at the Association of Financial Advisers (AFA) Conference, intelliflo chief sales officer UK & Australia Johann Koch reiterated that there is always a need for face to face relationship building. ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... over the horizon, there is emerging competition from integrated applications like Salesforce-based Wealth Connect and Intelliflo Intelligent Office from the UK, a trend that is set to grow," Investment Trends analyst Ian Webster said. "Now more than ...

MLC exec to lead fintech

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
A former MLC advice executive has joined fintech Intelliflo to lead the Australian business in a newly created role. Intelliflo will welcome Geoff Rogers to expand the firm's presence in the local wealth management market on June 14. Rogers has been ...

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... industry is tipped to grow to that of the UK market, evidenced by technology adoption throughout COVID-19, according to Intelliflo. The UK-based financial advice technology provider referred to various reforms in the UK, such as the 2012 Retail Distribution ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
Centrepoint Alliance has formed an agreement with UK-based financial advice technology provider Intelliflo to distribute the service across the Australian market. The ASX-listed advice group's adviser network will be some of the first in Australia to ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... new platform or software solution," he said. The continued shift to self-licensing is opening doors to new players - Intelliflo, Advice Intelligence, IRESS and Temenos and Swiss-based Avaloq are among them, he said. Frustrated advisers will soon have ...
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