Intelliflo is working with four platforms to create a solution to re-registration problems and make data and transaction flow more easily between wraps and content management systems.
Chief executive Nick Eatock says the firms are looking at ways of developing an integrated solution for advisers using wrap and their own CMS.
He says there are seven areas which the group has jointly identified as needing further work, including re-registration, valuations, remuneration, client set-up, client changes and adviser transactions.
He says: “We are starting to work with a number of plat- forms on the whole integrated opportunity, not just re-registration. We are working very closely together to get a joined-up proposition and have been doing so for some time.
“From a platform perspective, one of the key things is getting assets on the platform and it is beholden to them and us to make sure that we make that process as simple and easy as possible for the adviser and the end-client.”
Eatock is also looking at ways of enhancing IFA distribution. He says: “We are doing a lot of work around providing multiple channels for clients to interact with their advisers, whether that is through web, call centres or iPhones.”