From AI Assistants to Advanced Reporting: The Must-Know inte... Posted by Ian McKenna | Jun 10, 2025 | Conferences, External Conferences, Intelliflo Connect
New intelliflo Updates: From Smarter Workflows to Enhanced R... Posted by Ian McKenna | Jun 10, 2025 | Conferences, External Conferences, Intelliflo Connect
From Two Hours to Ten Minutes: The Real-World Impact of inte... Posted by Ian McKenna | Jun 10, 2025 | Conferences, External Conferences, Intelliflo Connect
Why intelliflo’s Latest Update Is a Must-Know for Every Advi... Posted by Ian McKenna | Jun 10, 2025 | Conferences, External Conferences, Intelliflo Connect
Why the smart money in Fintech is now going into WealthTech&... Posted by Jessie Leworthy | Jun 3, 2025 | Events, Research & Whitepapers
CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc Posted by Darren Madden | Jun 1, 2025 | Advice Tech Hub, Adviser Software Systems
Wealth Practice Management Systems Supplier/Software: future... Posted by Jack Easter | May 30, 2025 | Advice Tech Hub, Adviser Software Systems
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PL... Posted by Darren Madden | May 28, 2025 | Advice Tech Hub, Adviser Software Systems
Connectivity between techstacks including, cashflow modellin... Posted by Jessie Leworthy | May 27, 2025 | Events
Artificial Intelligence – AI Tools & Services ... Posted by Darren Madden | May 21, 2025 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Collidr Posted by Darren Madden | May 13, 2025 | Advice Tech Hub, Adviser Software Systems, Portfolio Analysis
Artificial Intelligence – AI Tools & Services ... Posted by Darren Madden | May 7, 2025 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services
SWITCHING ANALYSIS SUPPLIER/SOFTWARE: FE fundinfo – Ad... Posted by Darren Madden | May 2, 2025 | Advice Tech Hub, Adviser Software Systems, Switching Analysis
Artificial Intelligence – AI Tools & Services ... Posted by Darren Madden | May 1, 2025 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services
Ian McKenna – Why Knowledge no longer = power by Jessie Leworthy | Mar 28, 2025 | EATT Conference, Events
Accelerating client recommendations & reviews using AI – AIFA2024 Plenary by Darren Madden | Jul 30, 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions
How AI can help adviser compliance – AIFA2024 Plenary by Darren Madden | Jul 30, 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions
The role of AI in client onboarding – AIFA2024 Plenary by Darren Madden | Jul 30, 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions
AIFA2024 – Keynote Speech by Darren Madden | Jul 30, 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Zocks by Darren Madden | Jul 19, 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos
Masterclass: Things you must do for cyber security by Darren Madden | Feb 20, 2024 | EATT 2024, EATT24 Conference Sessions
What will the winners and losers look like in the platform market – Plenary by Darren Madden | Feb 20, 2024 | EATT 2024, EATT24 Conference Sessions
The Increasing use of cashflow planning in financial services – Plenary by Darren Madden | Feb 20, 2024 | EATT 2024, EATT24 Conference Sessions
The future of client portals/digital engagement – Plenary by Darren Madden | Feb 20, 2024 | EATT 2024, EATT24 Conference Sessions
When/How will AI impact financial advice? – EATT2024 Plenary by Darren Madden | Feb 20, 2024 | EATT 2024, EATT24 Conference Sessions
Consumer Duty 18 months in – December forum recap by Jessie Leworthy | Dec 17, 2024 | AdviceTech Forum, Events
Setting your Tech strategy for 2025… November forum recap by Jessie Leworthy | Nov 27, 2024 | AdviceTech Forum, Events
From AI Assistants to Advanced Reporting: The Must-Know intelliflo Innovations Announced for 2025 by Ian McKenna | Jun 10, 2025 | Conferences, External Conferences, Intelliflo Connect
New intelliflo Updates: From Smarter Workflows to Enhanced Reporting—What Advisers Need to Know by Ian McKenna | Jun 10, 2025 | Conferences, External Conferences, Intelliflo Connect
From Two Hours to Ten Minutes: The Real-World Impact of intelliflo wealthlink’s New Features by Ian McKenna | Jun 10, 2025 | Conferences, External Conferences, Intelliflo Connect
Why intelliflo’s Latest Update Is a Must-Know for Every Adviser—Meet ZeroKey by Ian McKenna | Jun 10, 2025 | Conferences, External Conferences, Intelliflo Connect
