AJ Bell Custody Solutions now sends automated bulk valuations straight into intelliflo office through Sprint Enterprise Technology’s FINIO data hub. The connection eliminates manual data entry, keeping client records current in a consistent, structured format. For larger, more complex advice firms, that means tighter accuracy, better client reporting, and cleaner operational oversight. It’s the latest step in Sprint Enterprise’s work to simplify how investment data moves between platforms.
“Extending our work with AJ Bell to include Custody Solutions is a natural next step in supporting advisers who rely on accurate valuations in intelliflo office. Our focus is always on making data easier to access and more dependable, and this integration does exactly that. It gives firms the consistency they expect and removes another part of the manual workload that can slow down client data administration.”
Robin Bevan, chief executive officer
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