Intelliflo to roll advice firms onto Wealthlink offering from August

‘This is now about the evolution to a full advice solution’

Hope Coumbe
clock • 1 min read

The first ten advice firms to go live on Intelliflo’s all-in-one single system platform capability Wealthlink will do so in August, chief executive Nick Eatock has confirmed.

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...

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