Intelliflo has partnered with financial adviser collaboration suite Voyant to provide “seamless integration” of its scenario planning tool through Intelligent Office.
Voyant facilitates adviser discussions about future life events with clients, helping them to understand ‘what if’ scenarios for which they need to plan.
The integration will allow users to pull client data from iO into Voyant for planning, reducing re-keying time for the adviser and ensuring up-to-date information is available for the client.
Nick Eatock, Intelliflo’s executive chairman, said: “The integration will save advisers valuable time and increase accuracy, both of which are essential aspects for achieving business efficiency and long term success, something that Intelliflo is committed to delivering to our clients.”
Martyn Woodland, director of Arcaria Financial Solutions, agreed that not having to re-key data will provide significant time-savings, enabling the use of Voyant with more segments of their client bank.
Bob Freeman, Voyant’s chief operating officer, added: “Providing simplified, straight through access between two of the industry’s major technology players will have a major impact for many professional advisers who appreciate the importance of putting clients first and ensuring that visual impact supports great advice.”
Intelliflo recently partnered with Cofunds to launch a two-way integration of their services, letting users send information between the business management system and platform.
This followed on from the January launch of the firm’s Personal Finance Portal 2, a service which lets advisers and clients to communicate and interact securely and instantly with each other and gives access to a client’s entire short and long-term financial portfolio on multiple devices.