Intelliflo - Online adviser software

Intelliflo integrates with James Brearley & Sons and Praemium

By Jo Gilbey
Find me on: LinkedIn Google+ Nov 9, 2015 4:21:18 PM

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Leading provider of web-based business management software, Intelliflo, has integrated with
James Brearley & Sons and Praemium to offer bulk valuations from within Intelliflo’s Intelligent Office system. This brings the existing list of providers supported by Intelligent Office to over 50.The integration with both firms 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 both firms 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.

Rob Walton, Chief Operating Officer of Intelliflo, said: "We are very excited to have undertaken these integrations with both James Brearley & Sons and Praemium, which will provide significant time-saving and financial efficiencies to clients in one simple yet powerful tool.”

Nigel Corrie, Executive Director at James Brearley & Sons, said: “We are delighted to partner with Intelliflo. As a long established investment manager and stockbroker, the provision of our services to the financial adviser community continues to represent a significant aspect of our growth aspirations. Therefore, we welcome this initiative with Intelliflo, the leading provider of business management systems to the adviser community.”

Michael Ohanessian, CEO at Praemium, said: “As a provider of technology services ourselves we recognise how important an integrated solution is to adviser firms. We have been delighted to work in collaboration with Intelliflo to provide those of our clients using Intelligent Office with access to fully automated valuation data on the model portfolios they manage on our SMA technology Platform.”

For further information contact Jo Rimmer at Redspark PR on 07970 088383 or jo@redsparkpr.com.

About Intelliflo

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 1,500 firms and 13,300 users with assets under advice of £231 billion (as at 30 September 2015).

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.

In March 2015 Intelliflo was listed among the top 25 best performing privately owned technology companies in the UK mid-market. The list is compiled by Megabuyte’s independent and highly-regarded research team and is based on financial performance and long-term potential.