Is Intelliflo the same as Intelligent Office?
Intelliflo renames Intelligent Office as i4C merger creates new adviser tech brand. ... Intelliflo's Intelligent Office is becoming Intelliflo Office, while i4C will become Intelliflo Planning. i4C was acquired by Intelliflo in 2019, and provides digital cashflow modelling applications for advisers.
What is Intelligent Office software?
As a practice management system, the Intelligent Office (iO) system provides a range of functionality focused on back office, pre and post sales advice and ongoing servicing of clients. The system aims to automate the processes an adviser firm would go through day-to-day to help increase efficiencies.
How much is Intelliflo?
Intelliflo is known for its Intelligent Office system, which supports around a third of the adviser market. It provides advisers who sign up with a choice of two licences – a wealth/holistic licence and a mortgage licence. The typical cost of a wealth/holistic licence is £130-£135 per user per month.
How much does Intelligent Office cost?
The total Intelligent Office franchise cost ranges from $330,000-$1.2 million. This includes everything you need to get established, including securing the perfect location, build out, furniture, fixtures, technology, marketing, and months of working capital.
How much does Intelliflo cost?
Intelliflo is known for its Intelligent Office system, which supports around a third of the adviser market. It provides advisers who sign up with a choice of two licences – a wealth/holistic licence and a mortgage licence. The typical cost of a wealth/holistic licence is £130-£135 per user per month.
What does intelliflo do?
intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow.
How many advisers does quilter have?
Quilter Financial Planning supports over 1,300 appointed firms in the UK and is home to some of the fastest-growing, most progressive advisory firms in the UK.
What is Jemstep?
Jemstep Advisor Pro helps banks, insurance companies, broker dealers, and RIAs to grow assets under management and reduce the cost to serve clients with investor goals, risk tolerance, and assets held away integrated in real time on Salesforce.
What software do IFAs use?
SSP Adviser is a modern, web-based client and policy management solution, servicing thousands of users and millions of business transactions. The system is a flexible, highly configurable solution designed for IFAs, wealth managers and financial service professionals and caters for both personal and corporate clients.