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intelliflo announces deeper integrations with research providers Product Rex and Omnium

05 Apr 2024

From intelliflo

Stephen Wirth

intelliflo, the global cloud-based technology solution for financial advisers, has delivered deeper two-way integrations between research partners Product Rex and Omnium as part of its continual effort to enhance and improve its offering for advisers.

These integrations will enable two-way sharing of data between each partner’s research tools and the intelliflo office financial advice software.

Research data is sent back into the advice journey providing a complete audit trail and basis for recommendations, and data will now be available as outputs within intelliflo’s document designer module and any subsequent advice documentation – significantly reducing data entry time.

Stephen Wirth, Product Strategy Lead at intelliflo Australia, said the Product Rex and Omnium integrations, like all its product developments, reflect intelliflo’s core value and its ongoing commitment to providing cohesive and intuitive solutions for financial adviser customers.

“We are always looking for functional ways to drive intelliflo’s innovation and the benefits of these updates will mean reduced data entry in the advice journey, with research results stored back in Advice Case for easy audit trail,” he said.

“Importantly for the wider advice ecosystem, this paves the way for other technology partners who want to provide the same level of integration for intelliflo customers, as the integration mechanism utilises our open APIs, and future integrators can provide our customers with a choice of technology stack.

“Integrated, intuitive, and innovative customer journeys are our North Star, and we’re in constant discussion with our users, listening to their feedback and evolving needs – it’s why we’re implementing customer inspired changes into our product every week,” Wirth said.

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes that streamlines the entire advice process, giving advisers valuable time back to focus on building better outcomes and client relationships.

intelliflo is currently used by 30,000 financial advisers worldwide (in the US, UK, and Australia).

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