"If advisers value this integration, we will add some of our other tools to the iO Store in the future."
From the beginning of September, Intelliflo’s iO Store will also include a Selectapension app which means that existing Selectapension customers will be able to move and store all their existing client reports on Intelliflo’s Intelligent Office system.
Selectapension says financial advisers and planners produced over 45,000 cases using its pension switching tool in the last 12 months.
Andy McCabe, MD at Selectapension, commented: “Many of our customers enjoy the benefits of Intelliflo’s Intelligent Office software and this integration will make their lives easier and save time. If advisers value this integration, we will add some of our other tools to the iO Store in the future.”
Nick Eatock, executive chairman at Intelliflo, added: “Intelligent Office supports over 2,300 firms and over 21,250 users and the integration of Selectapension to the iO Store is a great example of how our open API via the iO Store is expanding our offering for the benefit of our customers.”
