Sprint Enterprise has developed a new app designed to improve how financial advisers manage client contributions and withdrawals across the Transact platform and practice management software provider intelliflo.
Built in collaboration with Transact and integrated with intelliflo, the app gives advisers a simple way to compare and reconcile data. This marks the latest phase in our ongoing partnership with Transact, following previous success in delivering bespoke remuneration tools.
“This app is all about visibility. We’re giving advisers a tool that flags discrepancies, saves time, and reduces the risk of giving advice based on incomplete or inaccurate information. The reaction from firms has been universal, they want better data in their CRM and a way to resolve these issues. This app provides a way of solving that.”
“The feedback we received from advice firms was that accurate contribution and withdrawal data in intelliflo office is essential for client-facing activity, especially at annual review time. But until now, reconciliation has been largely manual or deprioritised.”
Robin Bevan, CEO, Sprint Enterprise Technology
Read the full article: Citywire, New Model Adviser and Money Marketing
