@clivewaller@AbrahamOnMoney They both sound good. Invest has always been a great event although intrigued by Abraham’s discovery! Just planning my 2022 and hope to be involved in as many of these enlightening events as possible. Let’s coordinate!
Lots discussed in this podcast with JK and Jennifer Valdez including technology use beyond the pandemic, flexibility and service plus some future plans. Enjoy listening!
#digitalwealth#future#technology
https://t.co/fpeNzHBCcr
There’s never been a more important time for financial advice. Mark Corby, product manager, intelliflo spoke to @jillfuturelife and @ColetteNLIFT about how we can widen access to financial advice and encourage greater engagement with #financialplanning https://t.co/f78544C0t5
Have you heard the news? 🗞️ "We are well on the way to creating the most advanced open architecture products and solutions available, with five of the most robust, best-in-class solutions all under one roof." @NickEatock in @_moneymarketing#intelliflo
https://t.co/tFQ1OWpag9
Our new global brand - intelliflo - delivers solutions that support over 30,000 #financialadvisors worldwide, representing over three million end #investors, amounting to over £900 billion advised across its platforms.
Find out more below 👇
We have some exciting news 📢
Intelliflo, i4C, Jemstep, Portfolio Pathway and RedBlack are coming together under one global brand – intelliflo – to create a new global leader in #financialadvice technologies.
Click below to find out more.
@ITinformed@octomembers@WendaField@leerobertson64 Thanks Eileen for your lovely comments. Hope you guys are safe too in these very uncertain times. I don’t think our dog has had this many walks per day ever!
@DavidPenneyPRW@RedCircleFP @AndyBoyt @RayNiche@DanHaylett Open Banking does not invalidate your banking T&Cs. In fact all this is covered under law too now with Payment Services Regulation 2017. Essentially the customer is directed to their bank where they authorise their bank to share the data with whom they choose.