Intelliflo - Online adviser software

Intelliflo launches integration with award-winning FE Analytics tool

By Jo Gilbey
Find me on: LinkedIn Google+ Jan 26, 2015 9:26:00 AM

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Intelliflo, the UK’s leading provider of web-based business management software, has made the award-winning Financial Express tool, FE Analytics, available through its Intelligent Office (iO) product. The tool gives iO users streamlined access to leading fund research and removes the need for re-keying of data.

With one click, iO’s 11,450 users can launch FE Analytics to access its suite of tools including:

Whole of market fund research: compares funds and portfolios using a range of performance measures and statistical calculations.

Clean share class: past share class history is incorporated with new clean share classes for easier analysis.

Custom portfolio report builder: integration with iO allows users to create high quality reports incorporating key client information, such as performance, KIIDs and portfolio breakdowns. 

Fund documentation: access to documents such as fund provider factsheets.

Fund manager analysis: the fund manager comparison tool provides overviews of the absolute and relative performance of fund managers over the years.

Portfolio comparison report: a concise ‘reasons to move’ document that can carry advisers’ own brand logos.

Nick Eatock, Executive Chairman at Intelliflo comments:

“To have the highly regarded FE Analytics tool fully integrated with Intelligent Office is a huge benefit for our clients. We’ve worked closely with the team at Financial Express to make sure the integration delivers a first class experience that allows users to access valuable information and tailor reports, plus save time and increase efficiency by not having to rekey data. 

We’re committed to developing and enhancing Intelligent Office and the FE Analytics integration is a great addition early in 2015.”

Matthew Surfleet, Commercial Director at Financial Express comments:

“This integration demonstrates how market leading products can work together to give our customers a real edge; iO users will now be able to quickly and easily deliver compelling, high-quality portfolio reporting to their clients at the push of a button.  It’s another great example of us making it even easier for advisers and their clients to make better investment choices and manage their portfolios well on an ongoing basis.”

To download our fact sheet on the key features of this integration, click here.

For further information contact:

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

Financial Express
Kaavya Dijendranath
Tel: 020 7534 7667
Email: kaavya.dijendranath@financialexpress.net

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 1,320 firms and 11,450 users with assets under advice of £181 billion (as at 31 December 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.

About Financial Express

FE (www.financialexpress.net) is a leader in fund ratings and research. More than 20 years ago, we started by specialising in investment data. Because our grounding is in the fundamentals, we understand the complex stuff and we help our clients to simplify their processes.

Since 1996, we’ve been a leader in the provision of investment data, software tools and performance analysis to the financial services industry.

We‘ve earned our place as the UK’s leading ratings and research company by combining specialist skills in three key fields – original and independent ratings & research, software and data:

  • Research – we understand the complexities of investment and regulation, which we bring to bear on our independent FE Crown and FE Alpha Manager ratings; as well as our own tailored FE Risk Scores.
  • Software – we are software experts, with deep experience in harnessing technology to provide solutions.
  • • Data is the cornerstone of our business model.  We understand the nuances of the data and can bring them to life within the tools we develop for our clients.

We’ve been expanding our trusted brand throughout the world and now have offices in Hong Kong, the Czech Republic and, most recently, in Australia.