Intelliflo

Companies | 6 Jun 18

Invesco has entered a direct relationship with advisers with the purchase of back-office software provider Intelliflo for an undisclosed sum.

Best Practice | 5 Apr 18

The portability of an expat’s financial affairs afforded by the digital revolution for the growing number of those living and working away from their domiciled residence comes with a sinister twist, says Nick Eatock, executive chairman of back office software provider Intelliflo.

Best Practice | 1 Mar 18

Financial advisers need to establish a data management policy that balances the rights of the client against the firm’s right to meet regulatory requirements or potentially defend a legal claim, according to Nick Eatock, executive chairman of UK based back office software support Intelliflo.

Tax & Regulation | 29 Sep 17

Poorly resourced firms are at the greatest risk of being hit with big fines for infringing Brussel’s new data rules, according to Mazar’s chief investment officer David Baker.

Tax & Regulation | 27 Sep 17

Some of the UK’s largest advice firms and networks representing around 2,000 businesses have joined forces with software specialist Intelliflo to form a group aimed at addressing a “significant lack of understanding” of EU data rules.