The was product launched in June 2023. This is for the IFAs to use with their professional connections and not the paraplanners and administrators in their practice. The software was originally developed in 2017 when the Managing Director had his own IFA practice. He wanted a better way of managing his introductions from professional connections, making the move away from multiple spreadsheets. In 2022/23 he contacted Intelliflo and has since been working on having the Professional Connection management solution integrated.
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
OTHER PRACTICE AREAS:
INSIGHTS: