🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Tired of "all-in-one" tech that doesn't quite fit? intelliflo's Lisa Jacobs explains why specialization and seamless integration are the future of wealth tech. hubs.la/Q03jMkWb0 #WealthTech #FinancialAdvisors #DigitalTransformation #FinTech #ClientExperience

Advice firms fully harnessing technology outperform their peers across critical growth and efficiency metrics such as client numbers, assets under advice, revenue and recurring revenue, according to new research from intelliflo financialreporter.co.uk/advisers-fully…

Advisers fully leveraging technology outperform peers in record numbers, intelliflo's eAdviser Index reveals. ifamagazine.com/advisers-fully…

Financial advisers embracing tech generate 105% more revenue and manage 86% more assets under advice. Plus, each adviser serves 39% more clients! 💼 Discover how technology is revolutionising advice firms in our 2025 eAdviser index report: okt.to/Dg8dw5

Tired of "all-in-one" tech that doesn't quite fit? intelliflo's Lisa Jacobs explains why specialization and seamless integration are the future of wealth tech. hubs.la/Q03kgs9j0 #WealthTech #FinancialAdvisors #DigitalTransformation #FinTech #ClientExperience

Excited to join Adviser 3.0 at Magazine, London on May 15th! 🎉 Meet our team and learn how we're innovating in financial planning. See you there! 👋

💡 As personalized financial advice becomes a top priority in the US, what do you think matters most to clients? #PersonalizedAdvice #WealthManagement #RIAs

Great to be at the Personal Finance Society Purely Paraplanning event today with Katie Barrett. #AI already popped up as a topic. Support panel view that paraplanning will continue to have a strong role in the industry and will manage AI, not be replaced by it. intelliflo #PFSparaplanner

With just 4 weeks to go, we're excited to reveal the full agenda for innovate: okt.to/ldA156 This year's event will be packed with intelliflo strategic updates, exciting tech partner announcements, and inspiring customer stories. 🤝 Don't miss out, register today!

.intelliflo redblack Announces Continued, Expanded Partnership with Focus Financial Partners Read more: financialit.net/news/wealth-ma… #intellifloRedblack #FocusFinancialPartners #WealthTechIntegration #finance #fintech #FinancialIT

🌴🎉 We're live at Adviser 3.0 in London today! It's going to be an epic day followed by an Ibiza-themed night! Meet us at the intelliflo stand, decked out in Ibiza bling! Don't miss Nick Eatock's panel session later today.

Our 2024 Future Proof Festival campaign showcased our commitment to the positive portrayal and inclusion of women in wealth management. And with that, we're pleased to share that work is now a finalist for the 2025 B2 SeeHer GEM Award! 🎉

🎤 Meet the speakers of intelliflo innovate! We’re bringing top thought leaders & innovators to the UK stage 🔹 Adviser tech & strategy 🔹 Behavioural finance 🔹 AI & client engagement 🔹 Retirement & compliance 📅 Agenda & speakers live—register now: 👉 okt.to/J0cKIO

Navigating US #compliance challenges is tough for #RIAs. Download our whitepaper to see how rebalancing and trading technology can empower you to manage risk, ensure best execution, and simplify compliance: okt.to/pQsYI7

We had an amazing time at Adviser 3.0 in London last week! 🎶🍹 Engaging sessions, spirited discussions, and an epic Brazilian-themed party! Thanks to Hana Dickinson and the Timeline team for bringing Rio to London! 🙌

📣 The countdown is on! With nearly 900 registrations already secured for our UK event, intelliflo innovate is shaping up to be a huge success. Spaces are now limited, so make sure you sign up before it’s too late! okt.to/VLjzyd

Sound Income Strategies doubled its AUM to $3.2B by embracing intelliflo redblack. The US cloud version boosted speed, real-time pricing, and efficiency to handle thousands of trades daily. Read the case study: okt.to/EDNA3T #FinTech #RIA