8 Nov 2018
Integration between Intelliflo’s Intelligent Office and Engage Core improves accuracy for advisers and enables them to see a clear picture of their clients’ portfolio in order to offer great advice to their clients.
Engage Core supports advisers throughout the whole financial planning process. In June we launched a two-way integration for Intelligent Office users with Engage Core. This means client data, existing plans and valuations are now seamlessly passed into Engage Core automatically. Once an Adviser has finished their research, Engage Core will push their recommendation(s) back into Intelligent Office to execute. Similarly, the automatically created editable report documenting every step of the advisory process is saved to your clients’ record in Intelligent Office for future reference. Of course, the report can be also shared with your client – it even includes an easy-to-understand client summary.
The integration enables fast, efficient client reviews. Engage Core quickly analyses client’s existing portfolio against the client’s agreed risk profile and can provide guidance on how to rebalance portfolios if needed.
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