Partners

Intelliflo has established over 450+ partner integrations to ensure you have everything you need to create a single, powerful practice management eco-system.

Introduction

We know that the more you can get your systems and processes working together, the more time you can devote to advising clients.

Our partners give you the ability to conduct research, electronic valuations, obtain financial data feeds, source quotes and work with expert consultancies who can help you streamline your business – all linked to the superior functionality of Intelligent Office (iO).

To give you even more flexibility, our Open API (application programming interface) infrastructure enables you to adapt or build functionality which exactly matches your business requirements – ensuring you can get the maximum value out of iO.

If you want to discuss our partner integrations or find out how you can use our Open API, why not get in touch?

Provider integration

Aegon
Aj Bell
7IM
Alliance
Architas
Ascentric
2016_05_31-iPipeline.jpg
Aviva
Elevate_Standard_Life.jpg
Brooks MacDonald
canada-life.jpg
Citi Quilter
Close Asset Management
Cofunds
Fidelity
FriendsLife
James Brealey & Sons
James Hay
Legal & General
LVE
Margetts
Novia
nucleus.jpg
Old Mutual
Parmenion
Praemium
Prudential
Quilter Cheviot
Raymond James
Rolyal London
S2ds
Sanlam
Scottish widows
SEI
Standard Life
Standard Life, Elevate
Thesis
Transact
Vanguard
Wealthtime
Wealthtime
  • Research and planning partners

    distribution-technology-logo-251x153.pngDistribution Technology enables you to manage all your client and provider data, conduct a risk profile and fact find, analyse a client’s cash flow, current position and portfolio and make recommendations for investment and retirement planning from a single, seamless system.

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    evalue-logo.pngEValue is the UK’s leading provider of financial planning and forecasting solutions, with a track record for excellence and innovation. EValue has been established in the industry for over 20 years.

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    FE-Analytics-logo-partners-page.pngFE Analytics is a one-stop shop for all your investment research and analysis, portfolio construction and monitoring requirements. Available through iO, FE Analytics gives you more time to focus on generating new business and managing your existing client base.

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    iPipeline 251x153.pngiPipeline links to iO through its Assureweb portal, offering users the ability to quote from a wide variety of products and providers covering term, income protection, pensions, bonds and annuities. This integrated solution provides a seamless application process removing the need to re-key data, saving time and money.

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    Mortgage Brain 250x155 2.jpgMortgageBrain provides award winning technology systems for mortgage advisers. Part of its sourcing family, MortgageBrain Anywhere is an online system offering truly flexible working anytime, anyplace. Fast, intuitive and easy to use, access it on your iPad, tablet, PC or Mac.

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  • Services and consultancy partners

    Adviser outsourcing 250x155.pngIFA Dataflow enables advisers to quickly and efficiently capture fee and income information from product providers. Using our secure online web portal, advisers can load provider commission statements with a single click and those files are quickly and efficiently processed and returned.

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    Circadian 250 x 155.jpgCircadian offers an outsourced fee & income remuneration management and back office administration service to financial advisers. Take advantage of our knowledge, from fee models to RMAR reporting, and electronic provider statements to client fee’s, we have the solutions. A one stop shop to get your income reconciled, efficiently and cost effectively.

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    Gb_Group 250x155.jpgAML Identity Verification – GBGroup provides innovative ways of confirming identity than simply relying on credit data. Their solutions check the identities of more than 4.4 billion people worldwide and also verify citizens of the world’s largest economies to the rigorous standards set by the world’s financial regulators.

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    Hearsay-Systems-250x155.pngMany advice firms don’t have the skills, time or money to effectively market themselves to existing and prospective clients. Intelliflo’s partnership with specialist social media marketing company, Hearsay System, offers a fully joined up digital and social marketing solution.

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    IFA Dataflow 250x155.jpgIFA Dataflow enables advisers to quickly and efficiently capture fee and income information from product providers. Using our secure online web portal, advisers can load provider commission statements with a single click and those files are quickly and efficiently processed and returned.

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    Informed_training_oct_update1.jpgInformed training is an independent provider of consultancy and IT systems training services to the financial services sector. The firm specialises in maximising the output firms get from the business management software, including Intelligent Office.

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    Jigsawtree Logo_ 251x153.pngJigsaw Tree is a business support company specialising in the financial services sector, working alongside advice firms to deliver effective change and outsourcing of income reconciliation and document designer. By offering consultancy services and an outsource solution, we help advisers save time and money by optimising technology and business processes.

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    RingCentral 250x155.jpgIntelliflo’s integration with web-based communications specialist, RingCentral offers an integrated communications solution, including secure automated call recording functionality. The functionality offered by RingCentral helps with regulatory compliance issues and all call recrodings are stored against client records in iO.

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    SaleMove 250x155.jpgMeeting clients is at the heart of the financial advice industry but can be time- consuming. Through an integration with SaleMove’s CoBrowsing technology, Intelligent Office (iO) offers advisers a modern way to ‘meet’ with clients in a time efficient, cost-effective and fully compliant way.

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    virtual-cabinet-251x153Virtual Cabinet is a secure document store for all types of documents, including emails. With an easy and powerful search facility, enabling your documents to be found more efficiently. With full version control and audit trail to provide peace of mind for those wishing to reduce their paperwork whilst meeting the legal requirements for valid document retention.