‘Most Improved eAdvisor’ award by software company Intelliflo

Delaunay Wealth were delighted to receive an award for the ‘Most Improved eAdvisor’ by software company Intelliflo. Using data insights from their eAdvisor scoring matrix, Intelliflo compared scores from 2019 to 2020 scores to crown Delaunay as the winner. The improvement was helped by use of launching the client portal, Glia video conferencing, live valuations and electronically sharing documents which we have found has significantly improved the experience our clients have when dealing with us