Nick Eatock

intelliflo, the global cloud-based technology solution for financial advisers, has been named as a global leader in tech innovation by Fintech Global’s WealthTech100, an annual ranking of the world’s most innovative WealthTech companies.

intelliflo was recognised for its robust, API-based financial advisory platform that allows advisers to personalise and digitise financial advice at scale. intelliflo’s technology helps simplify the complex digital landscape for financial advisors, freeing up valuable time and resources for advisers to grow, compete, and focus on building better outcomes and client relationships.

Nick Eatock, chief executive officer of intelliflo, said the role of technology is critical for the financial advice market to drive growth and reach more people who need advice.

“intelliflo’s open architecture drives new levels of flexibility, efficiencies, and personalisation across financial advice, empowering organisations of all sizes with digital tools to better serve long-standing investors, and clients new to financial advice,” he said.

“The intelliflo platform encompasses a broad spectrum of capabilities, from financial planning to practice management, digital account opening, reporting, indexing, trading and portfolio rebalancing.

“We are proud to be recognised on the WealthTech100 for how we are helping advisors across the globe attract and better serve more clients, ultimately widening access to financial advice and creating lasting impacts for peoples’ financial futures,” Eatock said.

Richard Sachar, director at Fintech Global, said the financial advisory sector is facing significant transformation as customers’ advice needs evolve. 

“intelliflo and other leaders listed on our 2024 WealthTech100 ranking are offering advanced technology solutions that are likley to have a lasting impact and can effectively adapt to the evolving landscape and support financial advisors in their success.”

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