Cofunds has entered into a two-way integration with Intellifo which will allow trading on the platform to be triggered from within Intelliflo's Intelligent Office software.
Users of Intelliflo's web-based business management software can already access information from Cofunds but under the terms of the new strategic partnership, collaboration between the two systems will be extended.
In addition to the trading integration, new client records set-up in Intelligent Office will now automatically create a client record on Cofunds, and settled transactions and portfolio valuations will be pulled back from the platform to Intelligent Office to keep back office systems updated.
Cofunds commercial director Adam Smith said: "We appreciate that our clients' point of sale and back office administration systems are central to their whole operation.
"Our new partnership with Intelliflo brings together what we do best with what they do best, with the aim of helping advisers to streamline their processes and cut out waste and inefficiency."
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