We are excited to announce our latest partnership with Intelliflo and the launch of our brand-new app: Insignis - Instant Quotes.
Intelliflo allows financial advisers to streamline their advice process, offering solutions that enhance the advisory experience so advisers can focus on what truly matters. This partnership brings together intelliflo’s powerful tools and Insignis' innovative solutions to provide a seamless experience for financial advisers and their clients.
Most financial advisers aim to be the central hub for all their clients' financial needs. By integrating your clients’ cash into your advisory practice, you can better help them target and achieve all their financial goals. This is why we have partnered with intelliflo, whose solutions empower advisers to prioritize what’s most important.
With theInsignis intelliflo integrations, you can support your clients directly through the Intelliflo Adviser Workplace. Our apps allow you to generate instant quotes with our illustrator and view your clients’ Insignis valuations alongside their other investments, bringing everything into one comprehensive view.
Simply get started by accessing our apps in the intelliflo store.
Our Instant Quotes app provides both new and existing financial advisers with access to our cutting-edge technology. By integrating our instant illustrator into the Intelliflo Adviser Workplace enables advisers to generate personalised quotes for their clients' cash assets in seconds without leaving the platform.
Using real-time interest rates from the Insignis platform, our instant illustrator quickly displays clients’ potential returns on their cash savings while optimising their eligibility for FSCS protection.
Then, with two clicks, send the personalised quote directly to your clients’ Personal Finance Portal (PFP).Ready to get started?
Bring your clients’ cash into your intelliflo Adviser Workplace with our Bulk Valuations app. For existing partners with clients on our platform, it has never been easier to bring their cash holding valuations into Intelliflo. Through the integration, we provide daily valuations of your clients’ Insignis portfolios, helping you map out your clients’ cash flow modelling.
These integrations further support our commitment to making cash management simple. By partnering with intelliflo, we aim to provide financial advisers with the tools they need to offer comprehensive, streamlined, and effective advice to their clients.
If Intelliflo is not the back office provider you use, let us know what back office system you would like us to integrate with next. We are dedicated to making our services accessible and beneficial for all financial advisers, and your feedback is invaluable to us.
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