Software specialist Intelliflo has expanded its Wealthlink partnerships to include Seven Investment Management.
The firm said the partnership will provide advisers with two-way integration between its business management system Intelligent Office and Seven Investment Management’s platform.
The two-way system allows users to send information between both Intelliflo’s and Seven Investment Management’s systems, aimed at a more efficient way to manage clients.
Wealthlink partnerships already include Cofunds and Zurich.
Nick Eatock, executive chairman at Intelliflo, said the deal will provide time-saving and financial efficiencies to their customers in one simple yet powerful solution.
Verona Smith, head of platform at Seven Investment Management, added: “Our aim from this enhancement is to free up valuable adviser time from administration so advisers and planners can concentrate on what they do best, giving financial advice.”
ruth.gillbe@ft.com
