Investment platform Third Financial has developed a two-way integration with Intelliflo Office (IO), as part of its efforts to help advisers “simplify and scale” their businesses.
It said the development was the deepest level of integration with io available "from any adviser platform". Third Financial explained all clients and plans opened and maintained in io are electronically updated to the platform in real-time, eliminating dual keying. It said Third Financial's platform allowed advice firms to gain significant operational efficiencies by consolidating their multiple platform relationships into a home for all their clients and under their own branding. Intelliflo works with 2,500 financial advice firms across the UK, assisting them with a personal fina...
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