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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: INTELLIFLO OFFICE
wealthlink connects intelliflo office to the SS&C Wealth Platform, so advisers can produce illustrations, open accounts and service them using data the firm already holds. SS&C remains the regulated platform.
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AdviceTech Forum – November 2026 – Key issues for advisers to consider in 2027
The November 2026 AdviceTech Forum looked at the key issues advisers should be considering as they...
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EATT 2026 Plenary 2
EATT 2026 Plenary Session #2 – Build, Buy or Both BACK TO CONFERENCE SESSIONS What is EATT?...
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AdviceTech Forum – November 2026 – Key issues for advisers to consider in 2027
The November 2026 AdviceTech Forum looked at the key issues advisers should be considering as they...
Accelerating client recommendations & reviews using AI – AIFA2024 Plenary
AIFA2024 Plenary 3 – Accelerating client recommendations & reviews using AI BACK TO...
Achieving an extra 41% advice capacity
What Dynamic Planner’s agentic platform could mean for your practice, now and in 2027 Capacity:...
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