Adviser Intelligence secures multi-million funding deal

2 Jun 2016

Cloud-based financial planning software company Adviser Intelligence has announced a multi-million-dollar private funding and partnership arrangement with an investment technology firm.

The partnership and funding deal with Avocado Consulting will allow the "fast track expansion" of Adviser Intelligence's integrated advice and CRM services, according to the company's statement.

Commenting on the partnership, Adviser Intelligence chief executive Jacqui Henderson said: "We are delighted to have found in Avocado a partner with the right 'can do' cultural fit and which shares our vision of being a pre-eminent source of transformative financial advice technology.