Latest News

  • Home /
  • Latest News

intelliflo - Future-proofing your technology

7 July 2021
Advances in modern technology have cut development costs and limited the need to create physical infrastructure, rapidly reducing the time between technology breakthrough and mass-market adoption and at the same time significantly increasing the pace of change. Alexander Graham Bell submitted his patent in 1876, but it took until 1975 for landline telephones to be used in half of UK households1. The tablet achieved the same level of ownership within a decade of launch2 and smart speakers have already reached 22% penetration, less than five years after the UK release of the Amazon Echo.

The speed of change means that advice firms need to think about ‘future-proofing’ their technology to meet the evolving demands of the business, clients and the Regulator and avoid being left behind by the competition. Ensuring your technology has the flexibility to integrate your core systems with additional software and tools is one way of adapting your offering in line with the market’s changing needs.

As technology has evolved, the way integrations happen has also changed. For instance, when we first started integrating our systems with platforms and other software providers, both parties would initiate a project to define the data standards and development teams would work together to build a bespoke solution. The project could take anything from three months to over a year and once complete would need constant monitoring to maintain the integration and ensure updates on either side didn’t cause it to fail.

Today, instead of data standards, the global norm is to use application programming interfaces (APIs) to connect and pass data between systems. An API is basically an intermediary that allows two different systems to talk to each other. All you need is for both systems to connect via the API endpoint, making it easy to simply ‘plug in’ different solutions and completely transforming the integration process.

For advice firms, such integrations can make a huge difference to efficiency. Having a back-office system, such as intelliflo office, integrated to your platform or quote portal removes the need for rekeying information and reduces errors when opening accounts or applying for new products. Valuation and data links simplify ongoing client management by providing easy access to holdings and investments, so you don’t have to spend time contacting providers by phone or email to get up to date information. Direct connections with financial planning and research tools allow you to tailor the advice process, making it faster to build the plan and easier to demonstrate value to clients.

At intelliflo, we have reengineered our architecture in recent years to create hundreds of APIs that any firm can use to connect to different points in our software. Advice firms use a huge number of different solutions to build their propositions and we want to make our technology as flexible as possible to accommodate that. As well as providing deep integrations with a number of partners, we have the intelliflo store  which includes a host of integrated apps offering an ever-growing suite of functionality to enhance the way you work. And through our open APIs, we give third-party suppliers access to the same underlying capabilities as our own applications and products, so, if you want to, you can connect and integrate your own systems to extend our platform with new and innovative market offerings.

Taking advantage of modern API technology can open up a range of functionality, allowing firms to switch on, or switch off, different software and tools as the business grows or to adapt to changing market, client or regulatory requirements. As well as unlocking the capabilities you want today, the flexible integration options offered by API technology mean your firm has the building blocks to take advantage of the next functionality trend too, helping to insulate your business from ever increasing pace of change.
 
Sophisticated yet easy to use, intelliflo’s powerful technology is crafted to help you save time and cut costs, so you can focus on driving your business forward. Our range of cutting-edge solutions supports over 30,000 financial professionals worldwide. Discover how we can help you, your team, or your clients at www.intelliflo.com

Schedule a demo


Visit the intelliflo Strategic Partner page

 


1 https://www.statista.com/statistics/289158/telephone-presence-in-households-in-the-uk/
2 https://www.ipsos.com/en/over-half-gb-adults-now-own-tablet
 
 

19 July 2021

Prudential - Pep up your ISA planning webinar


7 July 2021

intelliflo - Future-proofing your technology


2 July 2021

Prudential - Our 'Onshore... Offshore - you decide' seminar is coming to you virtually


1 July 2021

Prudential - New AKG financial strength report and due diligence support


24 June 2021

Prudential - A Spotlight on Asian Bonds


24 June 2021

Invesco - Emerging markets: Innovation unleashed


21 June 2021

intelliflo - Four ways technology can improve client engagement


16 June 2021

Have you looked at our Retirement Account recently?


9 June 2021

Prudential - The importance of sequencing of returns risk for clients taking an income from their pension


8 June 2021

Tax Efficient Review - Updated independent reviews now available


3 June 2021

Prudential - Could our Risk Managed 1 and 2 funds help in de-risking?


2 June 2021

Blackfinch: Adapt IHT portfolios - Q1 Trading Activity


2 June 2021

Prudential: Upcoming Webinars June


28 May 2021

Prudential - PruFund range of funds - EGR and UPA announcement


27 May 2021

Prudential - Intergenerational Planning


20 May 2021

Prudential - Do your clients dream of becoming millionaires?


17 May 2021

intelliflo - Using data to drive client engagement


17 May 2021

Invesco - My three rules of investing


17 May 2021

Prudential - Maximising ISA Allowances


14 May 2021

Prudential - Retirement Account & onshore bond bulk valuations added for intelliflo users


4 May 2021

Just - New awards for excellence in customer vulnerability. Enter now!


4 May 2021

Prudential - Are your clients ‘SKI’ing?


29 April 2021

Prudential - What do clients most want advice on, following Covid-19?


27 April 2021

Prudential - Our Future of Pensions Advice seminars are coming to you virtually


22 April 2021

Prudential - How comfortable are families with using the same adviser?


21 April 2021

intelliflo - One year on: advice industry powers on with more clients and greater efficiencies


16 April 2021

Prudential - The Defined Benefit Transfer Debate


15 April 2021

Prudential - A 5.5 trillion pound opportunity, worth exploring!


9 April 2021

Invesco - Bonds: shaken not stirred


7 April 2021

Welcome to intelliflo


7 April 2021

Prudential - What’s stopping clients transferring wealth?


1 April 2021

Prudential - NEW and exclusive intergenerational research


31 March 2021

Prudential - Submit ISA business right up to the tax year end


24 March 2021

Prudential - We’re removing the stress from ISA investments


18 March 2021

Prudential - Can our Retirement Account save you time?


17 March 2021

Blackfinch - Firms fit to thrive


10 March 2021

Prudential - What makes our Prudential ISA different from the rest?


10 March 2021

Just: Drawdown's secret weapon


5 March 2021

Invesco - Online training: Understanding ESG


5 March 2021

Prudential - Les' Budget Update


3 March 2021

PruFund range of funds - EGR and UPA announcement


3 March 2021

Prudential - Suport for your clients' pension planning


1 March 2021

Aegon - What the Spring Budget could mean for your clients


25 February 2021

Prudential - Cash is king! Or is it?


19 February 2021

Prudential - Planning for tax year end? Your pension planning questions answered


18 February 2021

Prudential - EGR and Budget webinars


17 February 2021

Prudential - 2021 and beyond – a diversified fund range of funds to help match client’s needs


12 February 2021

Prudential - Managing future risk - virtual seminars


1 February 2021

Mitigo - 6 cybersecurity resolutions for your firm


28 January 2021

Prudential - Introducing our new Investment Pathways


27 January 2021

Prudential - PruFolio Collectives Webinar


22 January 2021

Prudential - Managing future risk virtual seminars


23 December 2020

Just: Never assume anything


21 December 2020

Invesco - Investment Outlooks 2021


21 December 2020

Blackfinch - Using an EIS to Claim Income Tax Relief for the Tax-Year End 2019/20


21 December 2020

Prudential - Transitioning from old to new


16 December 2020

Prudential - Inheritance Tax CPD compilation


15 December 2020

Prudential - Client Meetings and reviews


10 December 2020

Canada Life - Future retirement journeys will be driven by complex family structures


10 December 2020

Canada Life - Over 1.5 million older workers have felt discriminated against because of their age


9 December 2020

Canada Life becomes first retirement provider to launch funds managed by Brewin Dolphin


9 December 2020

Schroders - Listen: Soundbites - Part One


9 December 2020

Canada Life - More than half of equity release sales are motivated by homeowners's desires to stay in forever home


8 December 2020

Canada Life - CPD qualifying webinar:Retirement Journeys - Complex Families, Complex Finances


7 December 2020

Blackfinch - We've rebranded!


7 December 2020

Blackfinch - What would an increase in Capital Gains Tax (CGT) mean for your clients?


4 December 2020

Prudential - What's the role of active and passive funds within multi-asset portfolios?


3 December 2020

Schroders' 2020 Annual UK Financial Adviser Survey - the key takeways


30 November 2020

PruFund range of funds - Quarterly review


30 November 2020

Schroders - Can asset management's Covid-19 response help regain public trust?


30 November 2020

Schroders - Savings shortfall: 41% worry they won't have enough to retire


25 November 2020

Mitigo: Cybersecurity in a year of crisis


24 November 2020

Selectapension launch new platform functionality ‘Quote and Apply’ tool in partnership with Aegon


17 November 2020

Invesco - Multi asset income investing


16 November 2020

Canada Life - Lockdown boomerang: 3.5 million grown up kids return to the family home


13 November 2020

Prudential - Individual Savings Accounts (ISAs): planning ideas


13 November 2020

Canada Life - Discussing financial planning is no longer a taboo subject


13 November 2020

Canada Life - CPD qualifying webinar: Obtaining a sustainable income through retirement


11 November 2020

Canada Life - 19.8 million will work beyond state pension age - down 14% from 2019


9 November 2020

Schroders - What we’ve learned from China’s plenum


9 November 2020

Blackfinch - The trouble with "I'm Fine..."


6 November 2020

Schroders - What are the UN's Sustainable Development Goals? A quick guide


23 October 2020

Prudential - Upcoming Webinars October and November 2020


22 October 2020

Schroders - The transaction costs manual: our "how to" guide to a complex topic


22 October 2020

Prudential - £10billion and counting


22 October 2020

Schroders - Can behavioural finance explain how investors think about sustainability?


21 October 2020

Prudential - Technical Update from Les Cameron- NEW Bond Gain Tool


21 October 2020

Invesco - Flexibility, scope and risk awareness in bond markets


20 October 2020

Puma - Helping your clients with their estate planning needs


19 October 2020

Prudential - An opportunity worth £5,500,000,000,000


16 October 2020

Canada Life - CPD qualifying webinar: Drawdown - Reviewing Suitability


15 October 2020

Canada Life - Shift in retirement journeys set to reset the market


13 October 2020

Canada Life - Canada Life announces major extension of fund range on Retirement Account


9 October 2020

Prudential - Pension Death Benefits - 65 minutes structured CPD


6 October 2020

Blackfinch: Blackfinch Spring VCT: New Share Offer Open Now!


2 October 2020

Prudential - Bond Taxation - 65 minutes structured CPD


2 October 2020

Schroders - Our multi-asset investment views September 2020


1 October 2020

Schroders Global Investor Study - How invested are people in sustainability?


25 September 2020

Prudential - How we manage money


17 September 2020

Prudential - Upcoming Webinars September and October 2020


16 September 2020

Prudential - Rebooting...Investment and Advice


16 September 2020

Canada Life - CPD qualifying webinar - Bonds and Collectives


15 September 2020

Invesco - $2,000 gold: how did we get here?


14 September 2020

Prudential - Technical Update


11 September 2020

Prudential - Hot off the press in Oracle Plus


4 September 2020

Latest news from Selectapension


4 September 2020

Prudential - Client meeting and reviews


28 August 2020

Prudential - PruFunds UPA Adjustments


27 August 2020

Prudential - Rebooting Investment and Advice Virtual Seminars 2020


26 August 2020

Paradigm Four Peaks Challenge


21 August 2020

Prudential - Oracle Upcoming Webinars - August and September


19 August 2020

Prudential: Inheritance Tax - 30 minutes structured CPD


14 August 2020

Canada Life - CPD webinar: The State Pension - the foundation for your retirement


14 August 2020

Schroders - Investors expect higher returns from the stock market in years ahead - despite coronavirus shock


14 August 2020

Prudential - Trust Support August 2020


13 August 2020

Canada Life - UK workers want vaccine or antibody test before returning to work


13 August 2020

Prudential - Where do you want your client's (investment) recovery to happen?


13 August 2020

Canada Life - Managing Sequencing risk to protect future drawdown income


13 August 2020

Schroders - Multi-asset fund or model portfolio?


6 August 2020

Invesco - A culture of challenge


6 August 2020

Prudential - Are we nearly there yet?


4 August 2020

Prudential - Latest Strategic Asset Allocation Review


31 July 2020

Prudential - T&IO Market Updates


30 July 2020

Just - Introducing the NEW ERA webinar series: Evolving Retirement Advice


27 July 2020

Prudential - Upcoming Webinars July 2020


27 July 2020

Octopus - How Carol's adviser solved her IHT problem


27 July 2020

Blackfinch - Adapt IHT Portfolios: New portfolios & ESG FAQs


27 July 2020

Blackfinch Group ESG Policy