Transact has launched a new integration with Intelliflo aimed at cutting adviser admin time, reducing manual data entry and maintaining data accuracy across both systems. The integration, available ...
Intelliflo and AdvisoryAI have teamed up to eliminate manual practice management system updates and enhance workflows for Intelliflo users. The integration, which goes live today (14 April), addresses ...
Intelliflo is adding cash flow modelling and planning to its Intelliflo Office. The firm said its cash flow modelling and planning capabilities will now be included within its core Intelliflo Office ...
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