Integration between back office systems and investment platforms is not a new concept, but ‘deep integration’ is a term that is perhaps less familiar. While platforms commonly integrate with back ...

Faybl is an end-to-end digital tool specifically designed for financial advisers and wealth managers, utilising AI to assist wealth professionals with client meeting preparation, fact-finding, data ...

Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s ...

Money Marketing’s technology columnist reports on the future for Intelliflo as the back-office giant launches its latest conference Intelliflo’s Change the Game conference has long been when ...