Fidelity International’s adviser platform has extended access to its ZeroKey integration to intelliflo users.
The move is designed to help more advisers benefit from reduced manual administration and improved efficiency and builds on Fidelity Adviser Solutions’ recently announced partnership with ZeroKey.
Through intelliflo’s Zerokey-powered web extension, intelliflo users will be able to access integrations developed between Fidelity Adviser Solutions and Zerokey.
The initial release will allow advisers to create a client record on the Fidelity Adviser Solutions platform at the click of a button, reducing the need for manual rekeying and streamlining client set-up.
Fidelity said the intelliflo web extension will be available through the intelliflo store and enable users to benefit from further integrations Fidelity Adviser Solutions develops with ZeroKey as they become available.
Paul Richards, head of adviser distribution at Fidelity Adviser Solutions, said: “Our focus is on making it easier for advisers to move information between the technology they use and the Fidelity platform, helping to reduce repetitive administration and the risk of errors.
“Making these integrations available to intelliflo users will extend those benefits to more advice firms.
“Importantly, the integration will be available free of charge to advisers using it with Fidelity. By improving connectivity between the systems advisers already use, we can help firms spend less time on administration and more time supporting their clients.
“This is another step in our work to make it as easy as possible for advisers to do business with Fidelity.”
Main image: debora-pilati-dOG0z4-gqp0-unsplash
