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First Trust IFA chooses IntelliFlo

First Trust IFA has chosen Intelligent Office from IntelliFlo to provide front and back office technology for its team of advisers.

IO will be implemented across the organisation as a replacement for their existing back office solution.

First Trust area sales manager Joey Devlin says: “A web-based solution was key as it ensures that client data is secure. Also for the first time, our advisers in Northern Ireland and Great Britain will have real time access to the vital information they need.”

IntelliFlo chief executive Nick Eatock says: “It is great news that Intelligent Office has been selected by First Trust Independent Financial Advisers Ltd. Intelligent Office is flexible and always up to date so it is ideally suited for businesses where the level of service to clients is important.”


Few advisers believe personal accounts will stimulate saving

Over three-quarters of advisers believe pension perso-nal accounts will lead to more money being recycled rather than generate new savings.In a survey of 100 IFAs, Aegon found that eight out of 10 believe personal accounts not will encourage significant new saving while over 90 per cent believe there needs to be a clearer definition of […]

Retention wrangle

Helen Pow says the argument is raging over retention but more lenders will start offering fees.

Allianz Technology Trust – April 2017

Welcome to the latest update for Allianz Technology Trust PLC from the Trust’s portfolio manager, Walter Price. Portfolio review The Trust’s NAV returned 4.3% , outperforming the Dow Jones World Technology Index return of 2.8%. In US dollar terms, the portfolio gained 4.8%. During the month, stock selection contributed to relative performance, and industry allocation […]


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