Insights from Intelliflo Connected 2023

Protection Guru Pro is the market leading comparison service for life insurance quality, price and value analysis and quotations in the  UK.  It is uniquely positioned to support advisers Consumer Duty needs. It specialises in providing expert analysis and support for financial advisers in the protection insurance market. The platform offers tools, resources, and research to help advisors navigate complex protection products and recommend suitable solutions for their clients. By delivering up-to-date information and tailored guidance, Protection Guru Pro aims to empower financial professionals to make informed decisions, enhance client relationships, and ensure their clients receive appropriate protection cover.
Company  Protection Guru
Website https://protectionguru.co.uk/protectiongurupro/
Location United Kingdom
Elevation from VouchedFor is a peer-to-peer review platform that allows the public to rate and recommend financial advisers who are members of the Financial Conduct Authority (FCA). The ratings are based on customer reviews, which can range from one to five stars. This system is designed with the aim to provide a more accurate picture of the services provided by these advisers.
Company  VouchedFor
Website https://www.vouchedfor.co.uk
Location UK
Founded in 2003, ATEB suitability has developed a comprehensive suite of tools and technologies that enable their customers to comply with regulatory requirements and automate the evaluation of client risk profiles. Their system can assess an individual’s suitability for any type of investment or insurance product, identify areas of potential concern, and recommend appropriate solutions.
Company  ATEB suitability
Website https://www.atebsuitability.co.uk
Location UK
FE Fundinfo‘s aim is to offer a comprehensive range of services including research, portfolio construction, advisory, compliance monitoring, and data management. The company’s core focus areas are retail funds, wealth management solutions, and insights on ESG investments. FE fundinfo has developed a comprehensive suite of solutions for both retail and institutional investors, designed to help them make informed decisions about their investments.
Company  FE fundinfo
Website https://www.fefundinfo.com
Location Surrey, UK
iPipeline is a leading provider of cloud-based software solutions for the financial services industry. The company’s aim is to enable life insurance, annuity, and retirement services providers to streamline their processes for product sales, compliance, and new business automation.
Company  iPipeline
Website https://www.ipipeline.com
Location Cheltenham (UK), Canada and US.
Sprint Enterprise is a UK-based IT-managed service provider. The company aims to help businesses manage their data and technology more effectively. With the help of their experienced technical staff, Sprint Enterprise provides cloud computing services, software development solutions, network security solutions, as well as hardware maintenance and installation services.
Company  Sprint Enterprise
Website https://www.sprintenterprise.co.uk
Location UK