ATLANTA--(BUSINESS WIRE)--intelliflo redblack today announced the launch of a powerful new wash sale detection capability that allows for the linking of accounts, including separately managed ...

Integrated with intelliflo’s customers’ existing systems, intelliflo planning is designed to help advisers demonstrate the value of advice, strengthen client relationships, maximise ...

The partnership will see Capital Preferences’ behavioural economics and decision science expertise utilised on intelliflo’s adviser platform to introduce “gamified” client assessments, designed to be ...