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.
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.
One connected paperless environment.
Built with care so you’ll never see the joins.
Register your interest
Interested in joining our wealthlink journey? Please leave some brief details below.