Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020
Enhanced platform integration capabilities and use of leading-edge Amazon technology to support a...
Enhanced platform integration capabilities and use of leading-edge Amazon technology to support a...
“Intelliflo’s move into Open Banking represents a step forward in the way that people are able to...
How many software systems does it take to service your clients? PlanHappy believe that to improve...
A practice management system, used effectively, should be the core operating system for a modern...
As a practice management system, the Intelligent Office (iO) system provides a range of...
i4C to Intelliflo Intelligent Office has had its own set of planning tools for many years but...
What today’s announcements mean from the wider market Intelliflo’s Change the Game...
Adrian Johnstone, Chief Commercial Officer at Practifi takes a quick run through of a typical workflow, showing how a user or adviser would navigate through Practifi on a typical day to gain a complete 360 view of client and account information, including recent interactions, tasks, processes, and more.
There has been a big shift in consumer attitudes and a desire for all things digital. Intelliflo...
Fresh of their win for Back-Office System of the Year at the 2018 Professional Paraplanner Awards,...