IntelliFlo

Back-office solutions provider IntelliFlo is set to upgrade the capabilities of Intelligent Office (IO) to enable advisers to re-design the product to suit their business models.

Zurich is the latest provider to partner with web-based software firm IntelliFlo to provide real time updated valuations for its range of investment products.

IFA firm Park Row has selected Intelligent Office as its front-back office tool for its 300 advisers.

Cofunds has introduced a single registration document that can be used across all its e-services.

Intelliflo is rolling out a consumer portal in January as part of its Intelligent Office system, which will enable advisers' clients to do their own valuations and obtain quotations.

Strong growth in customer leads and the desire to ensure its enterprise level support maintains an edge are the reasons behind new appointments at IntelliFlo, says chief executive Nick Eatock.

Assureweb and Intelliflo have announced a partnership to create a "seamless" proposition joining their respective portal and back office abilities, which is firmly being staked as a third option for the industry.