Take a simpler route to leading funds with intelliflo and wealthlink

Alan Easter, Chief Commercial Officer, intelliflo

With technology now central to the advice journey, ensuring that systems work together seamlessly is more important than ever. Advisers may be recommending leading funds and well-established MPS solutions, but too often implementation is hampered by fragmented systems and manual processes.

The efficiency challenge

The frustration is well documented. Our latest intelliflo Advice Efficiency Survey shows that advisers spend too much time rekeying information, switching between systems and managing manual workarounds. We found that onboarding alone takes around 15 hours per client, with more than half of that time not spent with the client.

In addition, NextWealth’s 2025 Financial Advice Business Benchmarks report found that just 13% of advisers are fully confident in their technology and efficiency, with integration highlighted as a key problem. It also suggests that the growing use of standalone AI tools, intended to improve efficiency, has in some cases added further complexity to adviser tech stacks rather than reducing it.

Over time, a lack of system integration impacts the client experience, increases operational risk and puts pressure on margins. The challenge for firms is finding a way to simplify the process without compromising advice quality or investment choice.

At intelliflo, we’re working hard to solve this issue by delivering integrated advice technology that streamlines operations and improves client outcomes. Which is why we partnered with leading wealth provider SS&C to link our market-leading advice software with best-of-breed technologies into a more streamlined, efficient operating platform.

You can now implement investment plans – including access to popular funds and MPS solutions from providers like Timeline – directly from intelliflo office via our wealthlink intelligent platform integration.

wealthlink provides a seamless, built-in connection with SS&C’s Wealth Platform, formerly Hubwise. SS&C’s Wealth Platform is a cutting-edge, modern, in-house developed wealth technology for forward-thinking investment propositions. The platform empowers your business by providing a more cost-effective solution, offering a wider choice of investments and automating key processes.

By connecting intelliflo office and SS&C’s Wealth Platform, wealthlink enables you to set up and maintain client investment plans without leaving intelliflo office. You can generate an illustration, directly open an account, and manage withdrawals, top-ups and ongoing changes in minutes, all within one joined-up system. This means less time navigating multiple systems and more time delivering high-quality advice.

Same destination, different journeys

Think of the investment process as a long drive. For instance, part of the plan might be to include popular high-quality funds and MPS solutions in your client’s portfolio. Let’s use Timeline, winner of the Best Model Portfolio Service at last year’s Professional Adviser Awards and one of the UK’s fastest growing MPS solutions with 50% growth year on year, as an example.

While the destination is likely clear, the journey to get there can look very different.

Route A (the “Arduous” route) is a long and tiring drive along narrow lanes, with delays caused by multiple junctions, sharp bends and slow-moving vehicles. This is the legacy route, certainly not the route your GPS would take you on! When implementing investment plans this way, advisers face duplicated data entry, disconnected systems and manual errors, all of which contribute to longer client servicing times and higher operational costs.

Route B (the “Better” route), on the other hand, is the motorway. It’s faster, more direct and far less demanding. With intelliflo’s wealthlink connecting to Timeline funds and MPS via SS&C’s Wealth Platform, client data flows automatically between systems, so there’s no rekeying or time wasted navigating manual processes and multiple screens. By choosing Route B, you can reduce errors, speed up implementation and deliver better outcomes at a market-leading platform cost.

Both journeys ultimately arrive at leading funds and MPS solutions. But Route A holds you back; it’s long-winded, inefficient and frustrating – especially when repeated day after day. Route B gets you there on time, safely, quickly and smoothly, freeing advisers to focus on more valuable client work rather than administration.

One connected journey

Advisers taking Route B also benefit from intelliflo’s integrated advice technology. Our AI-powered engagement assistant, intelliflo IQ, automatically records client meetings, ingests physical or digital documents, updates fact-finds, plans and documents, and generates a personalised summary to share afterwards. We’ll also soon be adding the option to run pre- and post-advice health checks and review investment suggestions to further support advice quality and consistency. And because intelliflo IQ integrates seamlessly into our practice management software, intelliflo office, you can take advantage of the AI functionality without adding an extra layer of complexity to your tech stack.

In addition, intelliflo video helps strengthen client understanding by allowing you to share engaging explainer content from product providers. This gives clients a clearer view of their recommended investments and supports more confident decision-making and Consumer Duty obligations.

And wealthlink allows you to implement new investment plans, including investing in one of the fastest growing and award winning MPS fund providers, Timeline, directly from intelliflo office. The entire process stays within intelliflo office, with no rekeying into the platform. You can generate an illustration in less than 120 seconds and open an account less than 240 seconds later. You’d be hard-pressed to make a round of teas and coffees for your colleagues in the same amount of time!

Ongoing servicing is simpler too, with the ability to make multiple changes, such as withdrawals and top-ups, in a single action. The result is time saved, lower servicing costs and better outcomes for clients through lower platform charges.

So why take the long way round? Access the UK’s fastest-growing and best performing MPS solutions and popular funds, including those offered by Timeline, through SS&C’s Wealth Platform, the UK’s Leading Digital Platform of 2025 – all from the familiar environment of intelliflo office.

Start simplifying your investment journey with wealthlink today.