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...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Capital gains tax hike 'when, not if' in Autumn Budget

Capital gains tax hike 'when, not if' in Autumn Budget

Chancellor considering a hike to rates between 33-39%

Sahar Nazir
clock 11 October 2024 • 1 min read
Industry expresses concern over potential pension changes in Budget

Industry expresses concern over potential pension changes in Budget

'Extreme' concern over potential changes in pensions

Sahar Nazir
clock 11 October 2024 • 1 min read
Career satisfaction among advisers picks up this year

Career satisfaction among advisers picks up this year

Advisers either completely or somewhat satisfied with career choice

Isabel Baxter
clock 11 October 2024 • 1 min read