Centrepoint Alliance and Intelliflo form agreement to establish new era of advice tech for Australia

From

Angus Benbow

Centrepoint Alliance, a leading provider of advice and business services to financial advice firms throughout Australia, has announced its first-mover agreement with Intelliflo, the UK’s market leader for financial advice technology.

Centrepoint Alliance’s adviser network will be one of the first in Australia to access Intelliflo technology, which is used by more than a third of the UK advice market.

Financial planning technology solutions provider, Enzumo, which was acquired by Centrepoint Alliance in June 2020, will work with Intelliflo to implement its offering across the Australian market.

Mr Angus Benbow, CEO of Centrepoint Alliance, said the agreement was the latest step in Centrepoint Alliance’s ongoing commitment to providing cutting edge technological solutions to both authorised representatives and self-licensed businesses.

“We have been receiving a high volume of enquiries from advisers seeking a new home, and technology is high on their list of priorities,” Mr Benbow said.

“In addition to teaming up with Intelliflo, Centrepoint Alliance has been making significant investments in technology including the acquisition of Enzumo, the introduction of an online adviser portal, Centrepoint Connect, and the development of the Centrepoint Practice Dashboard tool.”

A new era of advice tech

Mr Benbow said Centrepoint Alliance and Enzumo are working closely with Intelliflo to create the offering for the group.

“We believe Intelliflo’s technology will greatly benefit financial advisers, and we are delighted to be working with them so that the Centrepoint Alliance community will be one of the first to access the benefits of Intelliflo’s open architecture,” Mr Benbow said.

Mr Nick Eatock, CEO and Chairman of Intelliflo, said the partnership with Centrepoint Alliance and Enzumo had been invaluable in helping Intelliflo formulate its Australian market offering.

“Our engagement with Centrepoint Alliance has been building for some time,” said Mr Eatock. “We greatly value the opportunity to work together and believe this marks the beginning of a new era of advice tech for Australia.”

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