Hubwise

With the Hubwise Application installed, you are seamlessly able to link your Intelliflo and Hubwise Platform accounts and complete the full end-to-end quote and application journeys for GIA, ISA and Onshore Bond product types. This reduces the dual-keying administrative burden on your business and switching between systems is fully integrated.

Benefits include:

  • Quotes added in Intelliflo are automatically directed to Hubwise. Investor data is transferred, significantly reducing the level of dual-keying across the two systems
  • Illustrations generated on Hubwise are returned to I/O for easy retrieval
  • Plans can be added from the Quote, seamlessly linking back to Hubwise to complete the account application process
  • Fully integrated experience, with single sign-on from Intelliflo to Hubwise and vice-versa