We're thrilled to announce #intellifloplanning has been shortlisted for Leading Planning Tool Provider at the Schroders UK Platform Awards.
Congratulations to our shortlisted industry peers, check out the full shortlist here ➡ https://t.co/UeEzhEeI5U
#fintech#SchrodersUKPA
Headed to @FutureProofAC next week?
Join our team at our beachside booth 529 and take your best Surfboard Selfie for a chance to win cool prizes!
You might even learn a little about our best-in-class technology…
#wealthmanagement#RIAs#fintech#rebalancing#FutureProofAC
We're recruiting again!
@IntellifloLtd is on the hunt for a talented Events and Marketing Manager to join our totes awesome Marketing Team.
Click on the link below to find out more and to apply.
Hope to meet you at an event soon!
https://t.co/RdcNXnBmWD
Welcome @CircadianRM, our latest partner certified to offer our customers training, consultation & outsourcing support on #intelliflooffice.
Discover how our partners can support you➡️ https://t.co/T7SbNI3ZpC
#financialadvice#partnerships
#OpenBanking has left its mark in the #financialservices market, driving collaboration & greater innovation.
We explore Open Banking from its humble beginnings to the future, as consumers become comfortable with sharing #financialdata.
Read more here➡️https://t.co/qjFmsfmUSw
Did you know about our eAdviser Index?
It shows #financialservices firms that fully implement #fintech are able to:
✔ Advise more clients
✔ Attract more assets
✔Streamline their service
✔Boost their revenue
Find out more here: 👇
https://t.co/gGsC0FikNN
#financialplanning
Did you know that single people are almost three times less likely to receive #financialadvice than married people in the UK?
Within this new digital age, there’s never been a greater opportunity to close the #advicegap.
#AdviceMapofBritain#Financialtechnology
#BlackHistoryMonth
'Ethnic diversity in all sectors, whether it's the service industry or #financialtech is important. Moving forward, I hope that youths today will aspire to make diversity in all industry sectors a natural thing.'
- Kelly Tester, UX Designer
#diversity
Today is #BlackHistoryMonth!
Throughout the month, we will be sharing insights from five of our colleagues on what Black History Month means to them, why we need it, representation in the industry & changes they’d like to see.
#proudtobe#diversity#financialtechnology#inclusion
We’ve appointed JK, @GarethSKerr & @nataliebeer to lead our UK Sales team following the departure of @wendafield who moves on after an impressive 13 years with us. We’re grateful for her dedication over the years & wish her all the best in the future. https://t.co/IbtxerWY1g