Zurich is the latest provider to partner with web-based software firm IntelliFlo to provide real time updated valuations for its range of investment products.
The service, available to users of Intelligent Office, gives all clients instant access to the tool without the need for user intervention. This removes the need for the adviser to manually update each terminal within their organisation.
Intelligent Office offers a range of front and back office features to its users, including full fact find; research tools; suitability letters; client management; workflow visualisation; compliance; risk-based file checking; automated reconciliation, commissions and payment.
In addition, as it is entirely web-based, updates can be rolled out instantly and continuously.
Nick Eatock, IntelliFlo chief executive officer, says: “The addition of another strong product provider to our panel means we are able to assist our partners in providing IFAs with the most efficient web-based valuation service within the financial services arena.”
Paul Kenmir, Zurich UK life eCapability director, adds: “We are delighted to be joining forces with IntelliFlo.
“Intermediaries can now access real time valuations from their desk using their IntelliFlo software for the first time.
“We believe this latest development in the transformation of our e-capability will prove popular amongst intermediaries, making it easier for them to do business with Zurich.”
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