Software provider Intelliflo has integrated its front, middle and back office solution Intelligent Office with platform provider Ascentric.
Intelliflo says the integration will allow users to obtain valuations electronically for clients which can then be used to analyse a client’s existing portfolio as part of their portfolio report and can also be used as part of a financial planning session.
The service needs additional password and usernames from Ascentric for security reasons.
Ascentric sales and marketing director Richard Goodall(pictured) says: “Intelliflo has been a proven IT provider for a number of years and integrating their solutions with our own services will bring even further enhancements to advisers using the Ascentric platform.”
Intelliflo chief executive Nick Eatock says: “It will assist our users in servicing their clients more efficiently and highlights our ongoing plan to provide best-in-class functionality to our customers in the most accessible way possible.”