Category: Practice Management System

The end-to-end platform aiming to help advisers recommend, process and review

Digital Wealth Systems platform DIGI was built with the objective of helping adviser firms provide...

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...

Intelliflo’s move into Open Banking

“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?

How many software systems does it take to service your clients? PlanHappy believe that to improve...

Adviser Practice Management Systems – who’s who, old and new

A practice management system, used effectively, should be the core operating system for a modern...

My experiences using Intelliflo – Intelligent Office

As a practice management system, the Intelligent Office (iO) system provides a range of...

Ian McKenna: i4C to Intelliflo

i4C to Intelliflo Intelligent Office has had its own set of planning tools for many years but...

What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market

What today’s announcements mean from the wider market Intelliflo’s Change the Game...

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Practifi – Product Flow

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.