Intelliflo - Online adviser software

Wealthlink

Transform your business submission process with Wealthlink – free with Intelligent Office

Wealthlink is Intelligent Office’s (iO) fully integrated business submission hub that enables you to electronically submit information direct to the UK’s leading provider platforms, reducing the need to re-key data and providing a full two-way new business submission process.

Benefits of using Wealthlink include:

  • Allowing you to build a scalable, repeatable and auditable advice process
  • Streamlined customer applications and platform account setup
  • Ability to pre-populate platform applications removing the need to
  • re-key data
  • Seamless integration direct to platforms
  • Access to the UK’s leading platforms including Aegon, Elevate, Part of Standard Life, Cofunds, Seven Investment Management and Zurich, with Standard Life and more coming soon!
  • Ability to complete trades on platform and receive automated notification direct to iO with re-populated messages from the platform, including event history and documentation where supported
  • Reconciliation of platform information to iO allowing users to aggregate all of their information in one secure location
  • Support for top-ups and switches where available
  • Support for transaction history where available
  • Mitigates against the risk of maintaining multiple client records, reducing opportunity for human error. Allows users to build a full event history for each submission, aggregating all information against the individual client and building a full audit history
  • Saves you time and money – by improving the overall efficiency of your new business submission process and by your reducing operational overheads
  • Helps you to build a fuller picture of your client’s financial profile – enabling you to provide them with the best advice possible and the ability to meet your client’s servicing needs

Want to know more?

Check out our Wealthlink factsheet to see what Wealthlink can do for your business. Alternatively, call us on 0330 102 8402 or if you’re an existing client contact your Account Manager – they’ll be happy to help!