Intelliflo to roll advice firms onto Wealthlink offering from August

The announcement at the Innovate 2024 conference today (4 June) comes almost exactly a year on from the launch of Wealthlink last summer. Eatock described the SS&C-backed technology as providing an "intelligent integration", adding the service "stands to revolutionise how advisers work". "At this conference, a year ago, we unveiled our plans to streamline the advice process even further by essentially building the front end of a retail platform right inside Intelliflo office and then through our open architecture application programming interface, linking that directly into retail pla...