“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.

The post AJ Bell Custody Solutions integrates automated valuations into intelliflo office via FINIO appeared first on Sprint Enterprise Technology.

It’s contributions and withdrawals data, those crucial inflows and outflows that everything else depends on. Client reviews, suitability reports, the lot. The trouble is, this data is often incomplete, wrong, or missing altogether. And because it’s tucked away in practice management systems, firms naturally assume it’s all tickety-boo. It’s not.

What we found was a bit of a shock

We decided to dig into this properly, so we looked at 14 advice firms – over 10,000 policies and 200,000 transactions. The results were worse than we’d expected:

• A third of policies weren’t showing in the advisers back-office system at all
• Even when they were there, only 40% had contributions and withdrawals that actually matched
• Some firms were seeing reconciliation accuracy drop below 20%

Now, the firms we spoke to weren’t naive; they knew there would be some gaps. But this scale? Nobody saw that coming. And here’s the thing: when these mismatches work their way into annual reviews or cashflow calculations, they’re directly undermining the advice process. It’s a simple question: if the contributions and withdrawals are wrong, how can the client’s report be right?

This isn’t just a numbers game

Different firms handle this data differently. Some use it mainly for annual reviews, others push it directly into their financial planning tools. But here’s what they all have in common: they need this data to accurately reflect what’s actually happening with their clients’ money. Especially now, with Consumer Duty breathing down everyone’s necks around transparency and fair outcomes.

The problem is, plenty of firms are writing reports and making recommendations based on data that bears no resemblance to what’s actually sitting on the platform. Nobody’s doing it on purpose, but that doesn’t make the consequences any less real.

So, we built something to fix it

That’s where the contributions and withdrawals app comes in.

Transact commissioned it, and we developed it in the intelliflo office practice management software. What it does is pretty straightforward; it spots the differences between what’s on the investment platform and what someone’s manually keyed into their back-office system.

It’s been launched on the intelliflo store with the idea to give advisory firms a simple way to compare and sort out these discrepancies without creating yet another long-winded and complicated process to manage. We didn’t want to just point out the problem, we wanted to actually help solve it.

It comes down to trust

Here’s how we see it: sorting out this data isn’t really about technology; it’s about looking after clients properly.

These days, advisers need to back up their recommendations with solid data. They need to explain performance using data. They need to create personalised strategies that are actually based on what’s real. So, when the contribution and withdrawal records you’re relying on don’t match what’s actually happening, your advice isn’t just less helpful, it’s vulnerable. 

Getting this right starts with having data you can actually trust.

Find out more about the contributions and withdrawals app.

The post How can you write a compliant client report if the data is wrong? appeared first on Sprint Enterprise Technology.

• Transact Income Statement App
• Contributions & Withdrawals Compare App

The conversation sets out how these integrations remove manual effort, help reduce operational risk, and support consistent data between Transact and intelliflo systems. They also discuss why reliable data is essential for accurate reporting, meeting regulatory expectations, and supporting firms as they adopt more advanced technology.

Available on Spotify or Apple Podcasts.

The post The Transact Platform Podcast – intelliflo & Sprint app integrations, income statements, plus contributions & withdrawals appeared first on Sprint Enterprise Technology.

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

The post Transact launches contributions & withdrawals app developed by Sprint Enterprise appeared first on Sprint Enterprise Technology.

“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

The post FINIO powers new integration with Fintegrate appeared first on Sprint Enterprise Technology.

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

The post GrowthInvest partners with Sprint Enterprise & intelliflo with data integration appeared first on Sprint Enterprise Technology.

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.

The post AJ Bell and FINIO integration to transform adviser data management appeared first on Sprint Enterprise Technology.

“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

The post Sprint Enterprise partners with Whitman Asset Management appeared first on Sprint Enterprise Technology.

“We are delighted to have worked with Transact and intelliflo on this project. The delivery of remuneration statements marks a step change in the functionality available through the FINIO data hub – and a great example of how it can help streamline and automate what historically have been manual processes.”

Robin Bevan, CEO, Sprint Enterprise Technology

Read the full press release at: Money Marketing

The post Sprint Enterprise partners with Transact to deliver adviser remuneration files to intelliflo office via FINIO data hub appeared first on Sprint Enterprise Technology.

• Full investment performance reports between dates
• Rebalance portfolios and produce customised client reports
• Produce detailed client valuation reports
• Show clients performance of their portfolio online

“We are committed to providing the best service to our advisers and this new integration is a shining example of that. Sprint Enterprise is the first partner to consume and fully reconcile our transaction data and this will enable their clients to get full transaction histories into both Fastrak and FINIO.”

Mike Morrow, chief commercial officer, Parmenion

Contact us to discuss how Parmenion’s data in Fastrak can provide you with an enhanced client reporting solution for your business on 0333 939 8270.

The post Sprint Enterprise partner with Parmenion to deliver full transaction data appeared first on Sprint Enterprise Technology.