intelliflo store – the power of Open APIs
The intelliflo store provides you with best-of-breed, open architecture solutions.
3rd party solutions that enhance intelliflo office
Operating since 2017, the intelliflo store is available to all users of intelliflo office. It enables seamless integration between intelliflo office and other 3rd party solutions. This enables you to work with the products and partners of your choice in a fast and flexible way. The intelliflo store also drives efficiencies for your firm by reducing the need to re-key data.
How this could benefit you
Through the intelliflo store, you can browse and install apps from our partners to enhance your capabilities and provide your clients with an upgraded experience. The intelliflo store gives you the power to work with the tools you want and build the solution that you and your clients need.
Committed to collaboration
As a technology provider, we’re committed to offering the best solutions available to our customers. That’s why we’re open to collaborating with anyone who can offer extended usability to advice firms – including established industry names and new integration partners.
All of the new apps that go live in the intelliflo store are celebrated and promoted to our customers and the wider market. This helps raise awareness, meaning more of our customers will visit the intelliflo store, browse and install apps and ultimately provide their clients with a better experience.
How this could benefit you
The intelliflo store provides links directly into intelliflo office via our Open API. This opens up the possibility for any 3rd party software developer to integrate their products and services. The result is greater choice for you, with integration options that include product sourcing tools, protection quotation tools, calculators, valuation feeds, research tools and risk questionnaires .
How the intelliflo store works
Through the intelliflo store, you can browse and install apps from our online marketplace , much like you would search and download apps on your mobile device. The user journey in some apps will start inside intelliflo office and push data securely into the integrated system. With other apps, the user journey will start outside intelliflo office, pulling data from intelliflo office into the 3rd party solution, enabling the secure sharing of information without the need to rekey.
intelliflo store partner directory
The intelliflo store is a searchable, categorised directory of all available apps. All of our partners provide a detailed description of their integration and how it works. These are available via the intelliflo store from which you can also install any of the apps. Recently released apps are easy to find, and if you’ve subscribed to ‘solution updates’ via intelliflo connect, you will be alerted to these automatically. You can also control permissions within your business, determining who has access to each tool.
How the intelliflo store benefits you and your clients
Improve efficiencies
The intelliflo store and its apps can improve efficiencies in your business by reducing the need to key data into 3rd party solutions. This will provide a fully integrated end-to-end solution to streamline business processes. Integrations are available to all users when you apply the right user permissions in intelliflo office. This offers you control over which users can install apps.
Reduce errors
Your advisers can make use of a true end-to-end solution, removing the need to rekey data and therefore reducing the admin burden. In turn, this will reduce errors, as client data is coming from one source only that’s consistent throughout the advice process.
Meticulous quality control
We ensure that all new integrations published into the intelliflo store are thoroughly tested, secure and fit for purpose. Once an app has been developed in the testing environment, the developer must request its publication. We’ll then examine and further test the app before it’s made available to you.
Increased efficiency and ROI
As our eAdviser Index highlights, advice firms harnessing technology are experiencing increased revenue per adviser. From time savings to being able to offer a more tailored advice experience to each client, technology is advancing rapidly and making the advice process more streamlined and potentially more profitable for you.
The intelliflo store is designed to accelerate this process of adoption for advice firms like yours. It lets you add the functionality you want, when you need it.