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This application is to be used for setting up the Bulk Valuation Service for LV= packaged products, including LV= SIPP, Bond, LV= ISA, and TIP. The feed will only value intelliflo office plans with the Provider Name of Liverpool Victoria.

Once installed you will receive the following product data in the feed: Personal Pensions plans, Income Drawdown plans, Section 32 Buy-out Bonds, Executive Pension Plans,Section 226 plans, FSAVC plans,Talisman Continuation Pension Plans, Retirement Solutions Retirement Benefit Schemes, Group Personal Pensions, Group Stakeholder Plans.

An investment administration wrap platform providing services and a range of products for financial advisers and their clients, both in the UK and Internationally.

You can control which advisers and account types receive valuations in your Data Feed settings.

The app provides a daily list of client positions held at close of business on the previous working day, which is made available through the Bulk Valuation service.

Bulk Valuation feed for Wealthtime Classic. FINIO is a data hub that connects investment platforms, like Wealthtime Classic, with solution providers, like intelliflo office, for the flow of financial data.

Bulk Valuation feed for AJ Bell Investcentre. FINIO is a data hub that connects investment platforms, like AJ Bell Investcentre, with solution providers, like intelliflo office, for the flow of financial data.

Our back-office integration with intelliflo office (iO) gives you access to a host of up-to-date information on your client’s portfolios at your fingertips. The integration will provide the latest valuation on your client’s investments along with details of their cash holdings.

This integration will enable you to see up-to-date information for all your James Hambro & Partners plans in intelliflo office. The data is refreshed daily and is in our overnight feed.

This integration will update valuations for your abrdn Wrap and Fundzone plans in intelliflo office.  Once installed you will receive the following product data in the feed: Cash Account, Personal Portfolio (GIA), ISA, SIPP, Onshore Bond, Offshore Bond.

Bulk valuation service. Installing this app will give you access to the valuations of client policies held at Whitman through your intelliflo client portal.

This integration will update valuations for investments with LGT wealth management in intelliflo office.

Transform your income reconciliation process with AIDA – an intelligent solution that seamlessly integrates with your system. AIDA, the system that takes any PDF or Excel spreadsheet, converts and imports them into your IO within minutes. 

This application will enable Waystone Financial Investments Limited to automatically send daily valuations to intelliflo Office, for your Firm’s clients Prudential ISA plans.

Close Brothers Asset Management Bulk Valuations Application offers you the opportunity to receive daily valuations (as of close of business previous day) for your CBAM managed accounts automatically via intelliflo office.

The RBC Brewin Dolphin bulk valuation service will allow you to receive daily valuations of portfolios that are held with RBC Brewin Dolphin.

Bulk valuations service. Receive daily bulk valuations in intelliflo office for your clients’ plans on the Scottish Widows Platform.

Insignis Cash seamlessly integrates with intelliflo to assist advisers in optimising their clients’ cash holdings. Through the integration, you can view your clients’ cash directly within intelliflo office, alongside their other investments.

The Rathbones bulk valuation service will allow you to receive daily valuations of portfolios that are held with Rathbones.

TrinityBridge Limited offers you the opportunity to receive daily valuations (as of close of business previous day) for your TrinityBridge managed accounts automatically via intelliflo office.

This app allows you to automatically receive bulk RJIS valuations in intelliflo Office without having to manually upload them. 

The Bulk Valuations app runs daily, Monday to Friday, and provides valuation details to intelliflo for all accounts held on the Fidelity Platform – Investment ISAs, Investment Accounts, SIPPs and Junior SIPPs.

The Bulk Transaction History app runs daily, Monday to Friday, and provides transaction details to intelliflo for all accounts held on the Fidelity Platform – Investment ISAs, Investment Accounts, SIPPs and Junior SIPPs.

This integration will update transaction data for your AVIVA PLATFORM plans in intelliflo office. Once installed you will receive the following Aviva product data in the feed: Pensions portfolio, ISA, GIA.

This integration will update valuation data for your AVIVA PLATFORM plans in intelliflo office. Once installed you will receive the following Aviva product data in the feed: Pensions portfolio, ISA, GIA.

Aegon Platform Income Statements provides weekly remuneration details for Aegon Platform policies (including Aegon Cofunds) in intelliflo office.

Aegon Platform Transactions runs daily providing adviser firms with full transaction details (as at close of business previous day) for all their clients’ Aegon Platform policies (including Aegon Cofunds) in intelliflo office.

Aegon Platform Valuations runs daily providing adviser firms with valuation details (as at close of business previous day) for all their clients’ Aegon Platform policies (including Aegon Cofunds) in intelliflo office.

The App values accounts held on the P1 Platform. It can provide values for client accounts and their underlying holdings such as funds and shares. 

The App provides income feeds.

This integration will enable Seccl to send income statements to intelliflo office for your clients held with Seccl.

This integration will enable Seccl to send daily valuations to intelliflo office for your client’s assets held with Seccl.

Bulk transaction history service. Runs immediately after AJ Bell bulk valuation job.

Automated income statements.

Receive income statements. An investment administration wrap platform providing services and a range of products for financial advisers and their clients, both in the UK and Internationally.

This integration will enable Nucleus to send income statements to intelliflo office for your clients held with Nucleus. 

The Nucleus valuation app will allow you to receive daily valuations of all client accounts that are held with us.

This provides a daily portfolio valuation feed from Waverton Investment Management, for selected clients.

Our back-office integration with intelliflo office will provide a more streamlined process when obtaining bulk valuations for clients with the following plans: Prudential Retirement Account, Prudential Trustee Investment Plan (TIP), Prudence Bond, Prudence Managed Investment Bond, Prudence Distribution Bond, Prudence Prospects Bond, Flexible Investment Plan, Prudential Investment Plan, PruFund Investment Plan.

This application will enable Dentons to automatically send daily valuations to IO to update any of your firm’s client Dentons SIPP provider plans.

Previous day close valuations uploaded at 8am for all plans that are linked to a Multrees investment account.

The Fundment Valuations Application automatically sends daily valuations to intelliflo office for your client plans that are invested through the Fundment platform.

This service will import Transact remuneration data into intelliflo office. 

ReAssure provides a daily, automatic policy valuations feed for Financial Advisers who are registered on ReAssure Now, ReAssure’s online portal service.

The integration is set for an automated daily bulk valuation service and will update policies provided by Parmenion, with up to date valuations and fund data.

Our back-office integration with the intelliflo office system should make it easier and quicker for you to provide information to your clients. The integration will provide daily bulk valuations for your client’s investments held with Octopus through your own iO back office system.

This application facilitates the provision of valuation data to the intelliflo platform for accounts held with Credo Capital.

Evelyn Partners has integrated with the intelliflo Office system to ensure you have up to date valuations for your clients invested within our investment services.

This application will send bulk valuation data to your intelliflo office tenant daily.

Bulk Valuation feed for Seven Investment Management (7IM). FINIO is a data hub that connects a number of investment platforms, like 7IM, with solution providers, like intelliflo, for the flow of valuation and transaction data.

An investment administration wrap platform providing services and a range of products for financial advisers and their clients, both in the UK and Internationally. Apply for ISAs, GIAs and SIPPs directly from intelliflo to Platform One.

Risk Questionnaire Provider. This app is supplied by intelliflo on behalf of EValue and provides EValue attitude to risk tools in office fact find.

Desktop integration for call recording and import of calls into intelliflo office.

Advisa Centa is a financial planning solution designed by eValue and available through intelliflo office.

Postcode look up. The Experian QAS processor uses an installation of the Experian QAS Batch API to verify and standardize addresses.