Intelliflo - Online adviser software

Intelliflo Integrates with Jitterbit to Streamline Open API Access

By Miles Reucroft
Jan 13, 2017 4:22:06 PM

Simple and streamlined access to Intelliflo’s financial adviser business software, Intelligent Office (iO), has never been easier thanks to its new Open API facility and Jitterbit, the leading provider of fast, agile integration solutions. 

Through Jitterbit’s Harmony integration platform, Intelliflo will offer a range of intuitive user interface and integration starter packs that will make it easy for everyday users to connect third party applications with iO in just seconds, automating common tasks across different systems. 

Rob Walton, COO of Intelliflo comments: “Open API delivers a world of possibilities for our clients and third party suppliers, but it can be daunting for those who are not tech experts to get a handle on how to get started. By integrating with Jitterbit we offer a fast track way to link our system with in-house software, making tasks such as income reconciliation or lead generation faster and more efficient.” 

George Gallegos, CEO of Jitterbit comments: “With technology driving businesses forward all the time, it’s critical that different applications are able to integrate and work together. With Jitterbit embedded into iO, it will be possible for key business functions and processes to be streamlined in a straightforward and accessible way.” 

    

Financial adviser technology/ Financial adviser software