office
integrations
Give your business access to the most popular tools and providers all under one roof
Access 100+ ‘best of breed’ connections with platforms, product providers, quotes portals, wealth management tools and other software vendors.
This allows you to:
- Reuse data across multiple platforms without the need for re-keying
- Improve business efficiency within a single system and tailor it to your unique operating needs
intelliflo office gives you access to:
- Over 90 valuation providers including: AEGON Platform, Aviva, Fidelity, Transact and Standard Life
- Quote portals including: iPipeline, The Exchange, MortgageBrain and Trigold
- Account Opening with platforms including: Standard Life, Hubwise, Kuber and more firms due to add their integrated apps
- Financial Planning and Research tools including i4C, Defaqto, Dynamic Planner, eValue, CashCalc Truth, FE Analytics/FundInfo, FinaMetrica and Synaptic