View more on these topics

Intelliflo integrates with Unipass

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.”


In view on Money Marketing TV

This week on Money Marketing TV, Scottish Life’s Steve Bee talks about potential personal accounts misselling, Annuity Direct’s Stuart Bayliss discusses the problems at Equitable Life and hear the latest breaking news from the Money Marketing newsdesk.

River themes

The destination of ex-Credit Suisse duo Gary Potter and Robert Burdett had investigative journalists and industry spectators in a spin.Rumours about the pair going to Thames River soon saw financial websites covered in stories about their “potential” arrival.Some were blander by claiming “rumours” or “sources” had alluded to the duo’s potential destination while others claimed […]

Scott to cover South-west for T Bailey

Keith Scott has joined T Bailey as regional sales manager covering the South-west, West Midlands and Northern Ireland. Scott joins from Scottish Widows where he carried out a similar role.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm