FinaMetrica, part of PlanPlus Global, has integrated its risk-profiling tool with financial advice back-office software supplier Intelliflo's Intelligent Office (iO).
The integration enables subscribers to FinaMetrica's risk-profiler to issue an invitation to a client to take a risk tolerance test within the iO software. The connection between the two software providers looks to draw information from client data already held within the back-office system, allowing it to link the results to other important client information. This aims to cut down on the manual re-entering of data to ensure greater accuracy of information. The integration aims to introuce a smoother client experience and a more efficient process for the adviser. iO users can downloa...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
