Intelliflo - Online adviser software

Intelliflo's integration with Distribution Technology's award winning Dynamic Planner tool goes live

By Jo Gilbey
Find me on: LinkedIn Google+ Aug 6, 2015 12:00:00 PM

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Intelliflo, the UK’s leading provider of web-based business management software, has made Distribution Technology’s Dynamic Planner tool available through its Intelligent Office (iO) product. The tool gives iO users streamlined access to award winning risk profiling and financial planning software and removes the need for re-keying of data.

The integration also sees any documents generated or any client data updates pushed back in to iO to form part of the compliance file. This will save advisers and firms significant amounts of time and reduce the potential risk that comes from re-keying client information, while giving them access to tried and tested, market leading technology.

The integration was first developed last year and has been in use with mutual client SimplyBiz since late 2014.

Nick Eatock, Executive Chairman at Intelliflo added “We are delighted to be working with Distribution Technology on this initiative and believe that this integration will be warmly welcomed by our mutual clients as a real time and accuracy saving for users of our respective best of breed applications.”

Ben Goss, Chief Executive at Distribution Technology said; “We are very excited that this new proposition has now gone live and look forward to a successful relationship with our partners at Intelliflo to support both existing and new client firms.  It has become very clear that advisory firms want a combination of tried and tested, award winning software from both our firms.  It means that they can benefit from applications which are best-of-breed in their areas without the cost and risk of re-keying.”

For further details:

Intelliflo

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

Distribution Technology

Ben Goss/Rohini Mehan
Tel: 0118 903 5850
Jo Stonier/Tom Climie, Quill PR
Tel:  020 7466 5050

Editor’s notes

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 1,450 firms and 12,600 users with assets under advice of £207 billion (as at 30 June 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.

About DT

Distribution Technology is a leading provider of risk profiling and financial planning technology and services to financial advisers and financial institutions. Founded in 2003 the organisation serves more than 6,000 advisers from more than 500 advisory firms from the largest nationals, networks and service providers, to high quality local and regional advisers and bank owned wealth managers.

DT works with more than 80 asset management firms to risk profile over 800 of their funds and portfolios and helping advisers assess their suitability.

Dynamic Planner® is integrated into 25 investment platforms, enabling advisers to gain both aggregated valuations as well as straight through transactions, dramatically reducing the cost and risk of servicing end clients and customers.

www.distribution-technology.com