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 get electronic valuations for clients, which can then be used as part of a portfolio report and in financial planning sessions.
The service needs additional password and usernames from Ascentric for security reasons.
Ascentric sales and marketing director Richard Goodall says: “Intelliflo has been a proven IT provider for a number of years and integrating its solutions with our own services will bring further enhancements to advisers using the Ascentric platform.”
Intelliflo chief executive Nick Eatock says: “It allow our users to service their clients more efficiently and highlights our ongoing plan to provide functionality to our customers in the most accessible way possible.”