Intelliflo and Söderberg & Partners link up in bid to drive adviser efficiency

The partnership will see Söderberg & Partners' tools integrated directly into the Intelliflo platform. This is expected to enable Intelliflo system users to access "enhanced functionality through a seamless, connected experience". Intelliflo and Söderberg & Partners said they are "committed to jointly defining" a dedicated adviser journey. "By combining intelliflo's market leading advice platform with Söderberg & Partners' expertise and tools, the partnership aims to significantly reduce operational friction and unlock meaningful efficiency gains for partner firms," the firm's outl...