Adviser tech platform Advicefront has integrated with Intelliflo’s business management software, Intelligent Office.
Advicefront said financial planners will benefit from the new partnership through “seamless integration” between its Onboard platform – a suite of fact-finding, risk-profiling, client agreement, billing and digital signature tools – and Intelligent Office.
The company described it as the latest of many planned integrations between itself and other technology commonly used by financial planners in the UK.
A second product named “Plan”, due later this year, will enable advisers to build financial plans for their clients, while a third is being launched shortly after to help with execution, Advicefront said.
Jose Supico, CEO, Advicefront, commented: “Financial planners should have the freedom to use their preferred back office system alongside their favourite independent tools without having to re-key client data each time. So we’re going to make Advicefront talk with as many other platforms as we can and we’re going to make as many other tools available for use with Onboard as we can. This is the future – financial planning that is served by tech, rather than led by it.”
Nick Eatock, chief executive officer, Intelliflo, added: “Our Open APIs allow a wide range of products and services, such as Advicefront to integrate with Intelligent Office, which is one of the reasons why Intelligent Office is now used by a third of the UK’s financial planners and advisers.”
