Implement the financial plans

wealthlink

Key less. Do More.

Now you can operate a fully featured, modern, open architecture investment platform without ever leaving intelliflo office, and needing to log in to the platform.

  • An end to rekeying

Intelligent integration means never having to leave intelliflo office to put your clients’ investment plans into action. Our industry-first partnership with SS&C means you can do everything you need from one familiar place.

  • Better outcomes for everyone

No rekeying means an end to errors, and intelligent integration means reporting and maintaining financial plans is easier and quicker than ever. Better for clients; better for you.

 

  • Suitability first

The SS&C platform is paperless, wet-signatureless and open architecture. It has a full range of tax wrappers and access to external DFMs. Pricing starts at 0.15% and reduces from there.

Wealthlink calculated risk

Reduce implementation from days to minutes

For many years, fragmentation of technology, rekeying and systems not integrating have been frustrating for adviser firms.
Now intelliflo, in partnership with SS&C, is set to change all that. For the first time, firms are able to execute their clients’ financial plans on a fully-featured adviser platform, from within their practice management system.
The benefits are clear – less rekeying means fewer errors, less rework and better outcomes as a result.

All at a market-leading price

Suitability isn’t necessarily the same as price, but it helps to have a market-leading price. Platform fees start from 0.15%, decreasing to just 0.05% depending on the sum of investment. Best of all, these terms aren’t dependent on the size of your firm, or any commitment to place a certain level of assets.

How we make intelligent integration real

  • Exclusively for everyone

wealthlink is available to firms of any size, so you can all spend less time implementing plans, and more time reviewing them with your clients.

  • Stay in a place you know

We’ve worked with SS&C to ensure our screens capture all the data necessary, so you never have to leave the familiar intelliflo environment.

  • A better day in (the) office

You no longer need to move between disparate systems. Timeouts and logins disappear. Training time is reduced. And everyone has a better day at work.

  • Full service

You’re not on your own – teams from intelliflo and SS&C are ready to help when required. We’ll help you understand who to call when.

  • Robust and tested

We know you and your clients depend on things working smoothly. Both intelliflo and SS&C are fully committed to providing a great experience now and in future.

  • Part of the process

intelliflo’s intelligent integration extends to our client portal and our cashflow modelling capabilities. Used together with wealthlink, it’s a powerful suite to power your business.

Experience wealthlink for yourself

Next stage: Engaging

Review and service existing clients.

Next step