View more on these topics

Fidelity FundsNetwork launches IntelliFlo bulk valuation facility

Fidelity FundsNetwork has launched the IntelliFlo bulk valuation facility on its platform.

The function will allow advisers to upload their entire unwrapped and Isa client holdings directly into IntelliFlo’s Intelligent Office software solution and value their whole book in one step.

Fidelity head of UK retail marketing Rob Fisher says: “This latest development allows us to make bulk client reporting a simpler and more efficient process for advisers.”


Drawdown clients face tough choice

People who set up or increased income from drawdown plans after A-Day may be faced with a difficult choice between cutting income or seeing their pot diminish rapidly.

A little less conversation

It seems that hardly a week goes by without the media reporting another case of computer records going missing from businesses or Government departments. It is a reminder to us of our obligations for data security.


News and expert analysis straight to your inbox

Sign up


    Leave a comment