Technology firm Intelliflo claims an AI-powered software gives advisers their time back. The company announced an agentic open platform for financial advice professionals today (June 9), which is set ...

The last 12 months have been full of change for Intelliflo (not the company), and much more is on the way. Ian McKenna – Illustration by Dan Murrell Delegates gathering today for the Innovate 26 event ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The next generation of its intelliflo office practice management system ...

intelliflo has unveiled the next generation of its practice management system, embedding agentic AI across the advice process. Announced at the firm’s innovate conference today (9 June), the upgraded ...

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Intelliflo has introduced agentic AI to its office practice management system platform in a move it said is designed to transform how financial advice firms operate. The technology provider announced ...

intelliflo has unveiled the agentic open platform for financial advice professionals. The next generation of its intelliflo office practice management system is designed around how advisers work.