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RIA Edge
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Nick Eatock
CEO at intelliflo


Nick is a long-standing and passionate supporter of the value of financial advice. He has pioneered the role of technology solutions that fundamentally improve the efficiency and engagement experience for both clients and advisers. In turn, this has the potential to significantly widen access to financial advice.

 Nick is responsible for ensuring that intelliflo delivers to its strategic vision by supporting, coaching and mentoring the great people who work for us.

 As an entrepreneur, Nick founded the original intelliflo business over 20 years ago with the express intent of improving technology for those operating in the financial advice industry. Technology has changed over that time and Nick has ensured that both the service and the software that intelliflo provides has remained at the forefront of this evolving landscape.

 Nick loves to read and added audio books recently so he can multi-task while exercising, although riding on a Peloton makes it difficult to concentrate on both! Nick is also passionate about food and football - in particular, his lifelong obsession with Liverpool FC.

Agenda Sessions

  • If Hybrid Advice Is The Answer, Why Aren’t We There Yet?


Speakers at this event