Browsing Tag
intelliflo
2 posts
intelliflo Announces First Chief Product Officer and Head of Australia, Preparing for Future Growth
intelliflo expanded its leadership team today by introducing its first Chief Product Officer, Blake Kannady, and Geoff Rogers…
June 22, 2021
intelliflo Introduces intelliflo assist and intelliflo managed: Configurable, Outsourced Middle and Back Office Solutions for Registered Investment Advisors (RIAs)
Many financial advisors realize they are spending too much time on lower-value operational activities, and at the same…
May 5, 2021