Platforms partner to deliver data 'seamlessly' to advisers

To help advisers be more efficient by automating processes

Isabel Baxter
clock • 1 min read

Adviser-focused platforms Novia Financial and Wealthtime have partnered with Finio to integrate with Intelliflo.

This should deliver more accurate data directly into advisers' back-office system, according to the firms.  The valuation data is the first Finio integration feed the platforms have switched on for advisers, which sends data for all their clients' holdings on the platforms straight into their Intelliflo office back-office solution every weekday morning. The platforms' partnership with Sprint Enterprise Technology's Finio data hub was announced back in February, and a programme of further integrations are set to follow this year. Included in the programme will be Curo and Adviser Cl...

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