November 2018


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  • Intelliflo Docusign integration enables digital signatures

    14 March 2018

    Intellifo has integrated DocuSign’s Digital Transaction Management platform and eSignature service into its new iO Store, enabling online signatures to be obtained for essential documents via the online app.  Nick Eatock, Intelliflo’s executive chairman (pictured), said: “The integration of the DocuSign app allows our clients to streamline the document signature processes with their end...

  • 7IM marks 5 years of the 7IMagine app

    12 March 2018

    Jamie Evans, Business Development Manager, Seven Investment Management celebrates the launch of the 7IMagine app, factfind, cashflow tool, risk discussion tool – free to download and use with clients.  A long time ago in a galaxy far far away…Okay, so it was only five years ago – although it feels a lot further in the...

  • CashCalc integrates with Creative Technologies and Intelliflo

    11 March 2018

    CashCalc has announced two new partnerships, designed to provide greater efficiencies within the financial planning process. The cashflow planning software provider is integrating Enable, the specialist back office developed by Creative Technologies, which will allow advisers to push client information from their Enable account into their CashCalc account. Information including client details, savings and...

  • Intelliflo launches third party App ‘store’ for Intelligent Office

    28 February 2018

    Intelliflo has launched the iO Store, a way for users of its Intelligent Office (iO) practice management software to install apps from third party integrated products and services. Initially featuring over 20 integrations with existing iO partners, the store is designed to enable new software partners and other providers to publish their functionality as...

  • Technology has helped industry ‘tell the truth’, says Nucleus’ Ferguson

    25 February 2018

    Nucleus CEO David Ferguson says when reviewing the impact of technology on financial services, the focus should be upon how it has transformed transparency, rather than the way it has altered the interaction between customers and companies. Addressing advisers at Nucleus’ annual conference, ‘Disruption 2018’, Ferguson said talking about “mobile, apps and uberisation misses...

  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

  • Intelliflo and Brookland Computer launch GDPR toolkit

    21 February 2018

    Intelliflo has joined forces with Brookland Computer Services to create a GDPR toolkit, designed to help advisers and paraplanners meet the requirements of the new regulation. The toolkit provides a detailed overview of all aspects of GDPR, which will come into force on 25 May 2018, and offers advice and checklists to guide adviser...

  • O&M Systems ‘Smart Paste’ tool launched to help find and move fund data

    19 February 2018

    O&M Systems managing director Graham Miller explains how the firm is making it easier for paraplanners to find fund data and move it between systems. Fund selection was easy when O&M started producing software, as pensions were either invested in Managed or With Profits. Shortly afterwards, we thought we’d reached the height of sophistication...