Mabel Insights partners with Intelliflo on adviser app
App accessible to all Intelliflo customers as an integrated feature
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
App accessible to all Intelliflo customers as an integrated feature
As CEO pushes use of technology to reduce gaps
‘Essential to maintain a balance’
Firms have created Wealthlink – the ‘deepest ever integration’ between a practice management system and an investment platform
Technology is the ‘make-or-break’ factor for companies in the industry
To bolster its advice tech offering
In a bid to provide mass market consumers with greater access to services
In a bid to make it ‘quicker and easier for advisers to build, adapt and stress-test clients’ plans’
There are ‘millions of people not getting the help they need with their personal finances’
Private bank names Emea head of Asia coverage, while asset manager hires head of UK distribution
It will work with 30,000 financial advisers around the world
Deal ‘marks the beginning of a new era of advice tech’ for the country