View more on these topics

Intelliflo reveals investment partners for robo-advice service


Intelliflo has announced the six fund groups it will include in its new robo-advice service, which will launch this month.

The software provider announced last year it was planning to launch a robo-advice service, using the Intelligent Office Personal Finance Portal, initially through six advice firms for investment and protection products.

Architas, Legal and General Investment Management, 7IM, SEI Asset Management, Standard Life Investments and Vanguard will have a range of funds on the system.

Investors will be able to use attitude to risk and investment projection tools to help them select funds. Advisers are able to choose from a range of risk-rated investment products.

The software provider has teamed up with Cofunds to provide integration for trading, execution and payment of Isas and general investment accounts.

Intelliflo says advisers will also be able to implement ‘stop scenarios’ whereby they can halt the investment process for clients.

Costs for the service will depend on the investment funds selected, says Intelliflo.


Profile: Jonothan McColgan on award wins and the FCA’s drive towards robo-advice

Winning three trophies at this year’s Unbiased media awards is serious business for Jonothan McColgan. In fact, his livelihood depends on it. As the owner of small advice firm Combined Financial Strategies, McColgan cannot compete with the marketing budgets of bigger firms. He has had to find other ways to attract clients, so winning industry awards has become […]


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