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Intelliflo to team up with eValue’s Advisa Centa

Intelliflo’s commercial director said Intelligent Office software had been developed to allow advisers access to various forecasting and planning tools would help them across all areas of business, from protection to retirement planning.

A specialist portfolio analysis tool, Portfolio Analyser, will also allow software users to assess risk profiles over a specified investment term.

Mr Chessell added that the partnership would allow the firm’s clients to benefit from a “fully joined up process” that integrates data from both the Intelligent Office and Advisa Centa programmes.

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He added: “We have seen an increasing demand for financial planning tools and, after researching the market, it was clear Advisa Centa was the best solution out there.

“Portfolio Analyser’s functionality ensures that any combination of funds, new or existing, is selected to give the best possible return for the client’s selected risk profile.”

The portfolio tool, which was launched in September, is the latest in a line of adviser-friendly tools devised by the firm. Last November, it launched a lifetime planner tool and unveiled a protection planner tool in June.

PARAPLANNING VIEW

Damian Davies, director of Herefordshire-based outsourced paraplanning service The Timebank, said the Portfolio Analyser tool “brings together product and fund review in one place and enables users to optimise on- and off-platform assets to give the highest potential return for the selected risk profile.”