intelliflo included in world’s most innovative WealthTech companies

intelliflo, the worldwide cloud-based know-how resolution for monetary advisers, has been named as a worldwide 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 enables advisers to personalise and digitise monetary recommendation at scale. intelliflo’s know-how helps simplify the advanced digital panorama for monetary advisors, liberating up beneficial time and sources for advisers to develop, compete, and concentrate on constructing higher outcomes and shopper relationships.

Nick Eatock (pictured), Chief Government Officer of intelliflo, mentioned the position of know-how is essential for the monetary recommendation market to drive progress 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 raised serve long-standing buyers, and purchasers new to monetary recommendation,” he mentioned.

“The intelliflo platform encompasses a broad spectrum of capabilities, from monetary planning to follow administration, digital account opening, reporting, indexing, buying and selling and portfolio rebalancing.

“We’re proud to be recognised on the WealthTech100 for a way we’re serving to advisors throughout the globe appeal to and higher serve extra purchasers, finally 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 know-how options which might be prone to have a long-lasting affect and might successfully adapt to the evolving panorama and help monetary advisors of their success.”