AdvisoryAI and intelliflo have gone live with an integration that “eliminates manual practice management system updates and significantly enhances advisory workflows for intelliflo users”. A statement ...

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 ...