Canada Life International has teamed up with software provider Intelliflo to offer advisers a real-time valuation service for international open architecture bonds.
The service, which is the first online fund valuation for open architecture international bonds, offers advisers using Intelliflo's Intelligent Office (iO) 24-hour access to review the value of bonds in their clients' portfolios. Canada Life said it believed this will ease the valuation process for advisers, allowing for greater efficiency and consistency in their business processes. It said about 80% of advice firms use customer relationship management (CRM) systems and identified 685 firms using the iO software, which have clients with an international bond. Canada Life said ther...
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