By Miles Reucroft • Nov 21, 2016 9:48:00 AM • Tech
Intelliflo’s Intelligent Office (iO) Personal Finance Portal (PFP) is being enhanced with the integration of DocuSign’s Digital Transaction Management (DTM) platform and eSignature service, enabling advisers and their support teams to obtain online signatures for essential documents quickly, efficiently and securely – 100% digitally.
By Jo Gilbey • Aug 1, 2016 8:45:40 AM • Financial adviser software/ CRM & data/ Tech
Intelliflo has launched an Open API for its award winning business management system, Intelligent Office (iO), enabling its adviser and supplier partners to integrate their own solutions and processes fully with the data and functionality within iO.
By Jo Gilbey • May 12, 2016 10:30:00 AM • Tech
This summer advisers using Intelliflo’s Personal Finance Portal (PFP) will have the option to interact digitally with their clients via virtual face-to-face meetings, thanks to an integration with SaleMove. This will allow them to securely share and view documents and other information in PFP, safe in the knowledge that all ‘conversations’ are automatically recorded against the client record in Intelligent Office (iO).
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