Advicefront integrates with Intelliflo's Intelligent Office software

Advicefront said the partnership will offer financial planners a "seamless integration" to its Onboard platform. Onboard allows financial planners can invite their clients onto Advicefront's client portal, bringing the client into the process. So far, Advicefront consists of two types of software: Onboard and Core.  The platform said this is the "latest of many" planned integrations between Advicefront's tools and other tech used in financial planning. The firm also said it will be launching a new product called Plan which will help advisers build financial plans for their clients.  ...