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FE fundinfo links Nexus to intelliflo CRM for advisers

fintech.global

FE fundinfo, a data provider supporting thousands of UK advice firms, has launched the next stage of Nexus for Financial Advisers. The update extends the platform’s links into the client relationship management tools that firms already use, and intelliflo is the first to be integrated. With the new release, advisers using the meeting workflow in […]

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