Intelliflo has announced its launch of a new platform integration system designed to seamlessly address all advisers’ practice management software and platform needs.
‘Wealthlink', announced today (6 June), has been developed in partnership with SS&C Technologies - the tech business which has recently helped IFA Ascot Lloyd launch a platform and wealth manager Atomos launch its own platform service. Intelliflo chief executive (CEO) Nick Eatock said the new solution will mean adviser users "only ever need to key a client's details in once", labelling the technology ‘intelligent integration'. Eatock explained: "[Advisers] go through their client's advice journey using all Intelliflo offers, from discovery, cashflow modelling and setting up the client...
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