Ep284: What are the key tech trends in the financial advisory space?
IBS Intelligence Podcasts - A podcast by IBS Intelligence Podcasts | A Cedar Consulting Unit

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Blake Kannady, Chief Product Officer, Intelliflo How has the pandemic affected the financial advisory business? Intelliflo offers open software architectures to financial advisers, providing its services to more than a third of all financial advisers in the UK. The company was acquired by Invesco in 2018 but operates independently. Its solutions support around 30,000 financial professionals worldwide, representing more than 3 million end-investors, with over $1 trillion advised across ...