Advisers who are on board with technology outperform peers: Intelliflo

Generated more revenue and serviced more clients

Jen Frost
clock • 2 min read

Advisers who are using technology to the greatest extent they can are outperforming their peers where it comes to revenue, assets and number of clients serviced, Intellifo research has suggested.

The tech firm's latest eAdviser Index analysed nearly four billion Intelliflo Office user interactions. It placed advisers into one of four cohorts – explorers, adopters, embracers and champions – based on zero to 100 scores issued against how advisers were using Intelliflo Office functionality across each of the following six areas: valuations, income, document designer, personal finance portal, activity management, and data quality. Intelliflo found that ‘champions' had generated per adviser 119% more revenue, 105% more ongoing revenue, 86% more assets under advice, and serviced 39% mo...

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