@rwakeIO
intelliflo.com
Joined June 2015
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  • Following94
  • Followers146
13Media
New ways of working, driven and supported by technology, will see significant changes in the financial advice landscape, says Nick Eatock, CEO of @IntellifloLtd professionalparaplanner.co.u…

Technology will change the adviser market in 2022 - Professional Paraplanner

New ways of working, driven and supported by technology, will see significant changes in the financial advice landscape, says Nick Eatock, CEO of intelliflo The last two years have been challenging...

professionalparaplanner.co.uk
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Richard Wake retweeted
intelliflo@IntellifloLtd1 Nov 2021
We’re excited to welcome our new certified partner @JigsawTree, a specialist consultancy offering additional training, consultation, and outsourcing support on #intelliflooffice. Read more here ⬇️ intelliflo.com/uk/partners #financialadvice #partnerships
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Congratulations to @MoneyHoneyFP for winning the ‘Best protection advice from a wealth firm’ award! #ProtectionGuruAwards2021 👏👏👏 #protection #financialplanning
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Richard Wake retweeted
stereohaven@stereohaven17 Mar 2021
Busy few weeks, new global intelliflo, new product names and now a brand new super responsive UI to get our teeth into! #ui #powerofone #digitalwealthmanagement lnkd.in/gArsQUG

#ui #powerofone #digitalwealthmanagement | Steven Hoare FLPI

Busy few weeks, new global intelliflo, new product names and now a brand new super responsive UI to get our teeth into! #ui #powerofone #digitalwealthmanagement

linkedin.com
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Richard Wake retweeted
Jen Hanbury@Jen_Hanbury2 Mar 2021
First day appearing as the new intelliflo 💙💛 and great to have @ChrisatMOUK back to speak to @IntellifloLtd customers about #SMCR. #financialservices #fintech – at Merton, London
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Richard Wake retweeted
intelliflo@IntellifloLtd1 Mar 2021
We have some exciting news 📢 Intelliflo, i4C, Jemstep, Portfolio Pathway and RedBlack are coming together under one global brand – intelliflo – to create a new global leader in #financialadvice technologies. Click below to find out more.

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Have a listen to @FTAdviser latest podcast ‘Reckoning’ looms for fund management fees featuring our CEO @NickEatock, @theactualpolson from @thelangcat, and Tim Harvey from HR Independent: hubs.ly/H0G-C2J0 #fundmanagement #financialadvice

‘Reckoning’ looms for fund management fees

There will come a “reckoning” for fund management fees as advisers continue to pressure the rest of the value chain, experts have predicted.

ftadviser.com
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Richard Wake retweeted
intelliflo@IntellifloLtd3 Nov 2020
Don't forget that #CTG2020 starts tomorrow! We have an incredible line up for you including @NickEatock @abbies_insights @themoneypanel @CathiTweets @ianmckennaftrc & @theactualpolson to name but a few! Don't forget to register here: hubs.ly/H0z9jv-0
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Take a look at @rwakeIO latest article in @ProfParaplanner on how technology can facilitate the suitability report writing process: hubs.ly/H0yV1XJ0 #fintech #digitalwealth #reportwriting
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"Without a doubt, it’s the people at these firms who are the ones making their businesses so successful but I’d like to think that perhaps Intelliflo’s technology also has a part to play." states @NickEatock on our customers' success at the #PAawards20 hubs.ly/H0m_jDK0
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It is great to see powerful evidence that technology significantly improves the efficiency and profitability of financial #Advice and #IFA firms excellent work by @IntellifloLtd
FTRC@F_TRC27 Jul 2018
Does making full use of technology make #IFA & #FinancialAdvice businesses more successful? @ianmckennaftrc looks at the latest analysis of @IntellifloLtd users via @corpadviser corporate-adviser.com/ian-mc…
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It is really great to be part of the #InvescoFamily #openarchitecture xitter.cf/Profadviser/status/100…
Professional Adviser@Profadviser11 Jun 2018
Intelliflo: 'Direct competitors should be concerned' zpr.io/nezGs
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Richard Wake retweeted
FE CashCalc@FECashCalc19 Feb 2018
In case you missed it, the #CashCalc integration with @IntellifloLtd is now LIVE 🔁 Find out more at goo.gl/jHDRMM
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Congratulations! @simplybizserves best support services #PAawards18
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Richard Wake retweeted
intelliflo@IntellifloLtd9 Feb 2018
Party time @Profadviser #PAawards18 What a great evening. #teamworkmakesthedreamwork
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Richard Wake retweeted
intelliflo@IntellifloLtd8 Feb 2018
Wohoo! So proud to have won Best Technology Provider!! Thank you! #PAawards18 #teamwork
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What is the future of #financialplanning ?@emoney_jliberi @eMoneyAdvisor
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Richard Wake retweeted
intelliflo@IntellifloLtd1 Feb 2018
One week to go until our CEO @hpurdey and Executive Chairman @NickEatock speak at the @t3techhub conference in Florida! See you there #T32018 #IFA #Tech #FinancialAdvice
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The 3rd @IntellifloLtd #gdpr working party session took place yesterday. Very interesting discussion on #consent, #privacy notices, data on relationships/dependents and article 14. The next paper will be a must read!
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Richard Wake retweeted
Jigsaw Tree@JigsawTree18 Dec 2017
How can technology improve your business performance? Read our whitepaper, 'Building The Digital Heart Of Your Business', in association with @BrooksMacdonald to find out. Download it from the @AdviserStoreUK adviser-store.com/free-stuff…
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