IntelliFlo

Launches CRM integration for advisers

All the parts of the chain must work together seamlessly

‘Understanding clients should be natural to any client-focused adviser’

‘This is now about the evolution to a full advice solution’

'AI technology will become far more prevalent'

Intelliflo, PortfolioMetrix, and First Wealth included as sponsors

The Mabel Insights app will be available to all Intelliflo customers

Four experts highlight what might be keeping advisers awake at night

The initiative comes as advisers demand improved business efficiencies

Brings significant value to clients, advisers and regulatory obligations