Foster Denovo|News & blogs|News|Third Financial pushes to ‘modernise advice sector’ with Intelliflo integration

Third Financial pushes to ‘modernise advice sector’ with Intelliflo integration

Investment platform Third Financial, who Foster Denovo partnered with in 2019, has developed a two-way integration with Intelliflo Office (IO), as part of its efforts to help advisers “simplify and scale” their businesses.

It said the development was the deepest level of integration with io available “from any adviser platform”.

Intelliflo works with 2,500 financial advice firms across the UK, assisting them with a personal finance portal, electronic signatures, management information reporting, lead management, and fact finds.

Foster Denovo chief operating officer Helen Lovett added: “We worked with Third Financial to design and build the IO interface. The two-way interface has removed data rekeying between the systems and enabled us to onboard clients and process advice administration far more efficiently.”

Read the full article on Professional Adviser here.

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