Standard Life platform offers two-way integration with back-office
20 March 2018
Standard Life has launched the next phase of two-way integration on its wrap platform with the delivery of Intelliflo’s business management system, Intelligent Office.
Mike Hogg, head of proposition for Standard Life, said that with over a quarter of its wrap partners using Intelliflo, the collaboration is a “great next step” in delivering a quicker, more secure and efficient new business process.
Intelligent Office allows advisers to create a streamlined process covering all aspects via the Standard Life wrap product range of SIPP, ISA, Bonds and Personal Portfolio. It facilitates account opening for new clients completely online, the option to add a new product to an existing account and the ability to add money to an existing tax wrapper.
Hogg said: “Advisers that use the platform are busier than ever and need to have confidence in the technology they’re using. Our goal is to offer an end to end streamlined process and this moves us closer to delivering it.”
Nick Eatock, Intelliflo’s executive chairman and founder, added: “Two-way integrations with major brands such as Standard Life bring increased efficiency to advisers, helping them to save time and money plus deliver a higher level of client service. Our focus is on building the value of the iO service to make transacting easier and faster for advisers across a range of products.”
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