Back office solutions provider IntelliFlo has integrated with Novia in a move the wrap said will bring increased efficiencies to advisers using the platform.
By obtaining valuations electronically for client portfolios, the link-up will enhance benefits for Novia customers and make significant time and cost savings, said IntelliFlo. Information returned from Novia can then be used as part of IntelliFlo's Intelligent Office client reporting functionality, forming part of a financial planning session. Intelligent Office allows clients to produce own-branded client reporting solutions in an integrated interface, allowing advisers to spend more time servicing clients and undertaking revenue generating tasks. The partnership with Novia bring...
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