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EATT 2025 Battle of the Tech Demo – Intelliflo
Synopsis:
- Challenge – Financial planners struggle with manual data entry across multiple systems, leading to errors and higher costs. Wealthlink addresses this issue.
- Integration – Seamlessly connects with Intelliflo and SS&C Hubwise to automate data transfer.
- Efficiency – Eliminates re-keying by streamlining applications and transactions.
- Customisation – Offers configurable steps within Intelliflo for tailored workflows.
- Digital Engagement – Supports e-signatures and document sharing via the Intelliflo Personal Finance Portal for a smoother client experience.
In their own words:
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Wealthlink redefines how you put investment plans into action.
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Wealthlink brings a new, intelligent integration between intelliflo office and a modern, paperless open architecture investment platform from SS&C.
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Everything you need to set up and maintain your clients’ investment plans you can now do from right inside intelliflo office. You won’t need to log into the investment platform. You no longer need to move between systems. Timeouts and keying errors disappear. Client outcomes improve. And everyone has a better day at work.
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Key less. Do more.
Company Info
HQ: UK
Founded: 2004
Product Displayed: Intelliflo
Presenter: Sean Boyle & Nick Barnes
