Leading provider of web-based business management software, Intelliflo, today announces that advisers and firms using Intelligent Office will now be able to access Advisa Centa which supports the advisory process through its powerful suite of analysis, forecasting and planning solutions.
The solutions cover risk profiling, investment and retirement planning as well as the ability to build portfolios and risk rate funds through access to eValue’s unique Portfolio Analyser. This solution supports fund portfolios both on and off platforms to maximise returns for selected risk profiles over their desired investment term.
The Risk Profiler is a psychometric questionnaire that allows advisers to access a client’s attitude to risk. Thousands of customers have already been taken through this process.
Investment Planner is a tool that compares potential outcomes over time from different investment strategies available.
Retirement Planner allows advisers to show clients what expected benefits they can hope for in retirement based on investment decisions made.
Portfolio Analyser enables advisers to analyse a client’s current position and create solutions from investing new money and taking out policies, through to switching fund allocations to better align with risk profiles and match financial goals.
Over 800 of Intelliflo’s clients already use eValue’s attitude to risk profiling tools and the Advisa Centa product suite available in this integration extends the functionality to further streamline the financial planning process for advisers.
Nick Eatock, Executive Chairman of Intelliflo, said: “Our clients will benefit greatly from a fully joined up process that reuses data between Intelliflo’s Intelligent Office and eValue’s Advisa Centa. We have seen an increasing demand for financial planning tools and our ‘best of breed’ approach to adding functionality to Intelligent Office ensures that advisers can manage all aspects of their business within a single technology ‘eco-system’. Portfolio Analyser’s ground-breaking optimisation functionality ensures that any combination of funds, new or existing, is selected to give the best possible return for the client’s selected risk profile and we are delighted to be able to offer this functionality to our clients.”
Bruce Moss, Strategy Director of eValue, said: “Portfolio Analyser gives advisers a powerful way of demonstrating significant value to their clients. As well as analysing product and fund charges including potential tax liabilities, it automatically maximises diversification benefits to achieve a better return on client portfolios, thereby creating an ongoing service opportunity for the adviser community”.
For further details:
+44( 0)208 481 1111
Fiona Bond/Shelly Durrant
+44 (0)208 334 8354/(0)208 334 8356
Bruce Moss - eValue
Tel: 07989 337 170
Joanna Hall - eValue
Tel: 07903 819 077
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 1,250 firms and 11,250 users with assets under advice of £172 billion (as at 30 September 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.
eValue (www.evalueis.com) provides market leading financial planning tools that enable advisers and consumers to understand the potential risk and return from different investment choices. Our tools and solutions are designed on a single piece of software. This means that they can be used either as a standalone or an integrated as part of a multi-channel offering to enhance the consumer/adviser experience. Over 80 per cent of all UK financial services institutions and more than half of the adviser market have access to eValue’s solutions. Our heritage originates from Towers Watson, a leading global risk management and HR consulting group. The business now operates as an associate company of FE (Financial Express Holdings).
Advisa Centa (www.advisacenta.com) is a subsidiary of eValue and comprises a powerful suite of easy-to-use and intuitive tools designed to support the financial advisory process, from engaging consumers on the need for advice to analysing individual portfolios and products with a view to enabling full optimisation of existing assets. Regular upgrading of tools on the basis of emerging trends and customer feedback means that they are continually refreshed. Through its highly configurable offering, Advisa Centa also enables advisers to quantify and demonstrate their added value to clients.