Intelliflo - Online adviser software

Intelliflo expands Wealthlink partners to include the Seven Investment Management platform

By Jo Gilbey
Find me on: LinkedIn Google+ Aug 6, 2015 9:30:00 AM

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Intelliflo has expanded its number of Wealthlink partnerships, which includes Cofunds and Zurich, to include Seven Investment Management, providing advisers with two-way integration between Intelliflo’s award winning business management system, Intelligent Office, and Seven Investment Management’s platform.

Available now, the two-way integration allows users to send information between both Intelliflo’s and Seven Investment Management’s’ systems, resulting in a more efficient way to manage their business and clients.

Nick Eatock, Executive Chairman of Intelliflo, said: “We are very excited to have undertaken this integration with Seven Investment Management’s platform which will provide significant time-saving and financial efficiencies to their customers in one simple yet powerful solution.”

Verona Smith, Head of Platform, added: “As part of our continuing developments to enable financial planners to provide advice in an efficient and effective manner we are very pleased to be working with Intelliflo. Our aim from this enhancement is to free up valuable adviser time from administration so advisers and planners can concentrate on what they do best, giving financial advice.”

For further details:

Intelliflo
Jo Rimmer, Redspark PR
Tel: 07970 088383
Email: jo@redsparkpr.com

Seven Investment Management
Verona Smith
Tel:020 3102 9871
Email: Verona.smith@7im.co.uk