Getting investment data to flow cleanly between investment platforms, DFMs, software providers and advisory firms is difficult and FINIO fixes that. It reconciles and transforms complex data into a single, consistent format‚ so firms spend less time wrestling with data and more time acting on it.

Making it a second year confirms our part in building a more connected, open wealth management industry.

Find out more on the WealthTech100 website.

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“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

Read the full article: Money Marketing.

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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, Money Marketing, FT Adviser, Financial Planning Today, Professional Planner and IFA Magazine

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“This integration is a prime example of how the ‘build once, receive many’ principle transforms the adviser tech ecosystem.

By connecting to the FINIO data hub, Fintegrate will access data from multiple platforms via a single, scalable connection, removing the burden of bespoke, point-to-point connections. It’s not just about streamlining data; it’s about driving tangible efficiencies, increasing data accuracy, and letting advisers focus on what truly matters: delivering value to clients.”

Gary Shepherd, director, business development

Read the full article: Professional Paraplanner

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These isolated systems (CRMs, investment platforms, planning tools) are unavoidable but problematic when poorly integrated. This data fragmentation creates inefficiencies beyond just rekeying information – it can lead to less informed client recommendations and inaccurate reporting that may violate FCA Consumer Duty rules.

“Having compared around 10,000 policies on a market-leading platform with the corresponding data in a market-leading CRM over a 12-month period, only 60% of the policies were on both systems, and of those that were on both systems, only 40% of them reconciled exactly.“

Robin recommends firms review their tech stack, prioritise platforms with robust integrations, and consider data hubs like FINIO to align information across systems and ultimately improve client outcomes.

Read the full article: Professional Adviser

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This recognition highlights our role as an innovative solution provider shaping the future of the wealth tech industry.

The WealthTech 100 is a valuable resource for senior executives and investment professionals looking to identify wealth management and financial advisory companies with significant market potential. Being featured confirms our willingness to make a lasting impact on the industry.

Find out more on the Wealthtech 100 website.

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GrowthInvest has integrated its technology with intelliflo office through Sprint Enterprise Technology’s FINIO data hub, revolutionising how advisers manage private market and tax-efficient investments.

Available through the intelliflo store, this new integration enables wealth managers to seamlessly track and report on alternative investments—including VCTs, EIS, Business Relief products, and private market funds—directly within their back-office system. The integration delivers a standardised view across GrowthInvest’s comprehensive investment product range.

Read the full press release at: Money Marketing and IFA Magazine

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The partnership eliminates manual data entry while providing advisers with comprehensive transaction data and enhanced portfolio management tools. AJ Bell joins seven other platforms already benefiting from FINIO’s capabilities, with the hub now managing £70bn in Assets Under Management across multiple platforms, software systems, and advice firms.

Read the full press release at: FT Adviser, Money Marketing and Financial Planning Today.

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By highlighting current inefficiencies in data integration and predicting a future of real-time, AI-powered analytics, the article emphasises the critical importance for financial advisers to develop robust data strategies.

Read the full article at Financial Planning Today: Why data is the new oil

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“This partnership with Sprint Enterprise means we can help advisers by giving them timely access to updated portfolio data, eliminating the need for manual input and ensuring data integrity. It forms part of our continuous strategy to offer tailored best-in-class support for advisers that meet their clients’ needs in every way.”

Will Searle, Operations Lead at Whitman Asset Management

Read the full press release at: Citywire

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