Transact has unveiled a new integration with intelliflo, which it says will save advisers time and maintain data accuracy across both platforms.
The newly developed solution will enable advisers to transfer client data from intelliflo’s practice management system directly into the Transact platform.
This will significantly boost the speed and accuracy of preparing illustrations and opening wrappers, the firm said.
The data transfer application uses a dedicated browser extension that automatically migrates selected data from ‘intelliflo office’. By eliminating the duplication of manual data entry when opening an account, Transact said it will also help to maintain data integrity.
Advisers can access the new app called ZeroKey for Platforms in the intelliflo store, free of charge.
Transact said the integration reinforces its commitment to collaborating with technology providers.
Tom Dunbar, CEO of Transact, said: “We are thrilled to unveil our collaboration with intelliflo to connect their users seamlessly with Transact. Our goal is to extend access to these technological advancements as widely as possible.
“This development marks a significant milestone in our ongoing efforts to deliver Transact illustrations and applications more efficiently. Ultimately making financial planning easier for advisers and their clients.”
Nick Eatock, CEO of intelliflo added: “With over half of Transact’s assets being advised upon by intelliflo users, who collectively advise on 260,000 individual investment plans, the gains to be made will be significant. Our customers continually tell us that continued improvements in operational efficiency is their number one goal, this collaboration is designed to support that aim.”
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