intelliflo, the worldwide cloud-based expertise answer for monetary advisers, has been named as a world chief in tech innovation by Fintech World’s WealthTech100, an annual rating of the world’s most modern WealthTech corporations.
intelliflo was recognised for its strong, API-based monetary advisory platform that permits advisers to personalise and digitise monetary recommendation at scale. intelliflo’s expertise helps simplify the advanced digital panorama for monetary advisors, releasing up helpful time and sources for advisers to develop, compete, and deal with constructing higher outcomes and consumer relationships.
Nick Eatock (pictured), Chief Govt Officer of intelliflo, mentioned the function of expertise is essential for the monetary recommendation market to drive development and attain extra individuals who want recommendation.
“intelliflo’s open structure drives new ranges of flexibility, efficiencies, and personalisation throughout monetary recommendation, empowering organisations of all sizes with digital instruments to higher serve long-standing buyers, and shoppers new to monetary recommendation,” he mentioned.
“The intelliflo platform encompasses a broad spectrum of capabilities, from monetary planning to apply administration, digital account opening, reporting, indexing, buying and selling and portfolio rebalancing.
“We’re proud to be recognised on the WealthTech100 for the way we’re serving to advisors throughout the globe entice and higher serve extra shoppers, in the end widening entry to monetary recommendation and creating lasting impacts for peoples’ monetary futures,” Eatock mentioned.
Richard Sachar, director at Fintech World, mentioned the monetary advisory sector is going through important transformation as prospects’ recommendation wants evolve.
“intelliflo and different leaders listed on our 2024 WealthTech100 rating are providing superior expertise options which can be more likely to have a long-lasting influence and may successfully adapt to the evolving panorama and help monetary advisors of their success.”
