Intelliflo provides web-based software for the UK financial services industry

Automated advice investment partners

See below for information about our
automated advice investment partners

Automated Advice Square Miles - Intelligent Office

Intelliflo has forged links with some of the best providers

Square Mile is an independent investment consulting and research business. They believe that in-depth, independent qualitative fund research is the best indicator of a fund’s ability to meet its objectives. Their research is designed to form a solid foundation for tailored client investment propositions and recommendations.

We worked with Square Mile and our Default Investment Solution Partners to provide a comprehensive and differentiated set of quality fund options for advisers within PFP Automated Advice.

See below for further information on our investment providers.

Automated Advice provider Architas - Intelligent Office

Architas

Architas is a specialist investment company and part of the global AXA Group. Architas was established in 2008 with the objective of developing a business focusing on fund research and portfolio construction on behalf of various AXA entities and external clients. Architas is dedicated to recommending funds and building fund of fund and multi-manager solutions for clients across the UK and Europe. We focus on combining what we believe to be the best market offerings with innovative thinking and investment design.

 

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Automated Advice provider Legal & General - Intelligent Office

Legal & General Investment Management

Legal & General Investment Management (LGIM) is one of the UK’s and Europe’s largest asset managers and a major global investor, with total assets of £841 billion (as at 30 June 2016), including derivative positions and advisory assets). They work with a wide range of global clients, including wealth managers, retail investors, pension schemes and fund distributors. Throughout the past 40 years they have built their business through understanding what matters most to their clients. They provide investment expertise across the full spectrum of asset classes including fixed income, equities, multi-asset, commercial property and cash.

 

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Automated Advice provider SEI - Intelligent Office

SEI

SEI, one of the world’s largest manager of managers, has partnered with Intelliflo to offer the only goals-based investing solution as part of the new PFP Automated Advice proposition. For nearly 50 years, they have anticipated market changes and created innovative business solutions to help advisers achieve lasting success. As thought-leaders in asset management and goals-based investing, they have developed a unique range of Strategic Portfolios which seek to provide more favourable client outcomes by better aligning clients’ investments with their goals.

To learn how SEI’s Strategic Portfolios can complement your advice proposition, please contact 0203 810 8001.

 

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Automated Advice provider 7IM - Intelligent Office

Seven Investment Management

Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs and aspirations.

They invest in their own portfolios, so their family money is in the same place as yours. They look after around £10bn of clients’ money, as well as their own. They keep their promises, make things clear and simple, fix what’s wrong, do the right thing and accomplish the very, very best job they can. they call it radical common sense.

Seven Investment Management have been around since 2002, which means they've probably seen the best and worst the world can throw at them. Yet they've still delivered an investment performance consistent with what they've promised their clients.

 

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Automated Advice provider Standard Life - Intelligent Office

Standard Life Investments

Standard Life Investments is a leading asset manager with an expanding global reach. Their wide range of investment solutions is backed by a distinctive Focus on Change investment philosophy, disciplined risk management and shared commitment to a culture of investment excellence.

As active managers, they place significant emphasis on rigorous research and a strong collaborative ethos. They constantly think ahead and strive to anticipate change before it happens, ensuring that their clients can look to the future with confidence.

Their investment capabilities span equities, bonds, real estate, private equity, multi-asset solutions, fund-of-funds and absolute return strategies.

 

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Automated Advice provider Vanguard- Intelligent Office

Vanguard

Founded in 1976, The Vanguard Group Inc. has grown into one of the largest fund managers in the world, with $3.1 trillion in total assets under management (as at 31 December 2015). The Vanguard Group’s unique ownership structure means it is free to focus on low-costs, transparency and fairness for all clients. Vanguard has been present in Europe since 1998, opening its London office in 2009. Since that time the company has built a range of mutual funds and ETFs that bring its low-cost, high-quality ethos to investors across Europe.

 

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