EV enhances intelliflo integration to help advisers deliver smarter, more efficient advice

Financial services technology provider EV has strengthened the integration between its end-to-end financial planning solution, EVPro, and intelliflo office. The new capabilities drive efficiencies within the advice process and give advisers more time to spend with their clients. 

Following the enhancements, advisers can manage joint life planning more easily, with the ability to manually add a spouse or partner after a client has been migrated. In addition, the transfer of completed Growth Attitude to Risk (ATR) Questionnaires is now fully automated between EVPro and intelliflo office. This removes the need to rekey data, saving valuable time and reducing the risk of errors. Previously, ATR data could be imported from intelliflo office to EVPro, but not sent back the other way.  

The upgrade also allows for model portfolio recommendations to be transferred from EVPro to intelliflo office with a single click, enabling faster, more streamlined submissions to providers. In the past, only individual fund recommendations could be submitted in this way, making it harder to include model portfolios in the process. 

Gemma Brazier, Product Owner at EV, comments: 

“We’re constantly evolving our financial planning solutions in collaboration with our partners and guided by adviser feedback and their day-to-day needs. The upgrade to our integration with intelliflo reflects our ongoing commitment to building scalable, intuitive technology that solves real-world challenges for advisers and consumers."

“With more data moving seamlessly between EVPro and intelliflo office, we’ve created smoother, smarter workflows that eliminate rekeying and ensure accuracy across the advice process. This means less time spent on admin and more time focused on advice, while reducing regulatory risk, driving efficiency and supporting better outcomes for clients.”  

Nick Eatock, CEO of intelliflo, adds:

“We’re delighted to continue our collaboration with EV and to bring even greater integration between our platforms. These enhancements reflect our shared vision of streamlining the advice process through smart, connected technology. By reducing manual tasks and improving data flow, we’re helping advisers focus more on what matters most, their clients.” 

– ENDS –

About EV

EV is driving a financial planning revolution with technology built for a simple, seamless, end-to-end experience. The result: financial planning and advice that’s more accessible and engaging for customers – across digital, face-to-face or hybrid.   

Our scalable, modular tools mean our partners can meet their customers’ needs exactly where, when and how they wish. It’s a win-win: a better service for customers that’s more efficient for providers. 

We work with a wide range of partners, from large financial institutions to independent providers. Our technology is helping them attract and retain customers – and grow their businesses.  

About intelliflo

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over $1 trillion advised across our platforms.