IntelliFlo has launched Unipass integration for all its users already holding a Unipass certificate.
The move should allow IO to offer industry standard authentication by allowing users to log on using their Unipass.
Certain identification details will also be stored in IO so advisers do not need to select their certificate when obtaining electronic valuations and advisers can set up scheduled valuations, for providers using Unipass, to occur as and when required without even logging in to IO.
Intellflo chief executive Nick Eatock says: “This is a great step forward for Intelligent Office users making it even easier for them to obtain up to date client valuations with even fewer keystrokes and greater functionality. In the first four days of use, we have already seen more Unipass enabled valuations than in the whole of February.”
Origo managing diector Paul Pettitt says: “Obtaining valuations can play a huge part in an adviser’s working day so changes such as this which increase efficiency and make life easier directly boost adviser effectiveness and capabilities.
“By more tightly integrating Unipass into its software, IntelliFlo is streamlining the whole process, which will result in even greater benefits for its users. It would be great to see other technology companies follow suit to help advisers throughout the industry to profit from ebusiness.”