View more on these topics

Intelliflo working on re-reg solution

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.”

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    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

    Email: customerservices@moneymarketing.com