Intelliflo: Intelliflo and AdvisoryAI team up to 'transform' adviser workflows

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 one of the most significant pain points for financial advisers - the process of manually updating client fact-finding data in their back-office systems. By automating this process [...]The post Intelliflo and AdvisoryAI team up to 'transform' adviser workflows appeared first on Money Marketing.