eAdviser
by intelliflo · Data and analytics · London, United Kingdom
Analytics and benchmarking tool that measures technology adoption across financial advice firms and identifies efficiency improvement opportunities.
What eAdviser does
- Feature adoption analysis
- Firm-level scoring across six adoption areas
- Benchmarking against peer cohorts
- Data quality assessment
- Client portal usage measurement
- Income processing evaluation
- Valuation automation tracking
- Document designer usage analysis
What eAdviser is used for
- Analyse technology adoption levels
- Identify efficiency improvement areas
- Benchmark firm performance
- Track recurring revenue correlation
- Measure assets under advice per adviser
Who eAdviser is for
- IFA firms
About intelliflo
Financial advice software and tools for IFAs, covering CRM, cashflow modelling, document management, client portal and AI assistance.
intelliflo in the vendor registry: its products, features and similar vendors.
Also by intelliflo
- intelliflo office: End-to-end advice software: CRM, fact find, advice journeys, document and workflow management.
- intelliflo client portal: Secure client portal for messaging, documents and portfolio visibility.
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- intelliflo store: Marketplace of integrated partner applications.
- intelliflo IQ: AI-powered assistant that reduces cost-to-serve by up to 85% for financial advice firms.
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More in this category: Data and analytics platforms for financial services.
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