Manufacturer · Portugal
Intamediary
imported
About
Intamediary, a Portuguese trading style of Adviser Platform Lda founded in 2011, specializes in compliance services and administrative support for international financial advisers operating across Europe. The firm enables independent businesses to meet regulatory requirements while providing tailored guidance through its networked model.
- Services: Offers asset allocation tools, business terms and compliance support, buy-out strategies, cross-selling opportunities, events, seminars, information resources, lead generation, virtual assistance, IT support, and professional indemnity insurance.
- Industries: Serves the financial advice community, including independent businesses, lawyers, accountants, investment houses, and financial institutions seeking unbiased whole-of-market advice.
- Locations: Operates with authorised representatives in 25 countries across Europe, including England, Portugal, Spain, France, Germany, Ireland, Italy, Norway, Holland, Belgium, Hungary, Czech Republic, Slovenia, Malta, Gibraltar, and others.
The company aggregates buying power to achieve economies of scale through a centralized IT solution that enhances efficiency for connected brokers.