Platforms partner to deliver data ‘seamlessly’ to advisers

July 20th, 2023 | FINIO, In the press, Partner update

Platform Integrations

Adviser-focused platforms Novia Financial and Wealthtime have partnered with the Sprint Enterprise data hub, FINIO, to integrate with intelliflo.

This should deliver more accurate data directly into advisers’ back-office system, according to the firms.

The valuation data is the first FINIO integration feed the platforms have switched on for advisers, which sends data for all their clients’ holdings on the platforms straight into their Intelliflo office back-office solution every weekday morning.

The platforms’ partnership with Sprint Enterprise Technology’s FINIO data hub was announced back in February, and a programme of further integrations are set to follow this year.

Included in the programme will be Curo and Adviser Cloud and Plannr, which aim to help advisers be more efficient by automating processes, providing bespoke client portals, doing bulk import/exports of client information and analysis of data.

It’s important that platforms deliver quality data seamlessly to advisers, not only to take some of the burden off of them so that they can focus on their clients and building their businesses, but also to make their lives easier when it comes to adhering to regulatory requirements.

Eden Scrivenger, chief technology and operations officer, Novia

Source: Professional Adviser

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