Intelliflo - Online adviser software

Intelliflo integrates with AJ Bell

By Jo Gilbey
Find me on: LinkedIn Google+ Jul 28, 2014 4:07:00 PM

Leading provider of web-based business management software, Intelliflo, today announces its integration with AJ Bell’s Sippcentre platform to offer instant electronic valuations from within Intelliflo’s Intelligent Office system. This brings the existing list of providers supported by Intelligent Office to over 40.

The integration with the Sippcentre platform allows advisers to obtain valuations electronically for their clients’ portfolios. Information will be stored online and directly accessed, facilitating significant time and cost savings. The information returned from Sippcentre can be used as part of Intelligent Office’s comprehensive client reporting functionality and form part of a financial planning session.

This integration makes re-keying data unnecessary, eliminating human error, cutting down time spent on administrative tasks and allowing advisers to spend more time on advisory and discretionary work. Nick Eatock, CEO of Intelliflo, said: “We are very excited to have undertaken this integration with AJ Bell’s market leading Sippcentre service which will provide significant time-saving and financial efficiencies to customers in one simple yet powerful tool.”

Billy Mackay, Marketing Director of AJ Bell, said: “This latest enhancement is the first of many that we will introduce during the remainder of 2014 and early 2015 as we continue to seek out ways of making the platform more efficient for adviser users. We know that Intelliflo continue to grow their user base so we are delighted that we have been able to work together to introduce this functionality.”

Find out more about the features of Intelligent Office

Contact:

Intelliflo Ltd
Jo Rimmer
07970 088383

AJ Bell
Billy Mackay - Marketing Director
Tel: +44 (0)7525 236 580

Notes to Editors Intelliflo (www.Intelliflo.com) has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based business management software, Intelligent Office, helps financial businesses large and small to improve efficiency and increase profits. Intelligent Office supports over 1,200 firms and 11,200 users with assets under advice of £162 billion (as at 30 June 2014). 

In July 2013 HgCapital, a leading European private equity investor in B2B technology companies, became a majority shareholder in Intelliflo Ltd. HgCapital has a wealth of expertise in developing web-based software businesses and is committed to supporting the next phase of Intelliflo’s growth.

Intelliflo has won the Professional Adviser ‘Best Technology/Software Provider’ award, voted for by Financial Advisers, every year since 2010.