Transact has announced a further integration with intelliflo, in a bid to reduce rekeying, save advisers time and maintain data integrity across both platforms.
As part of the integration, a newly developed app solution will now transfer client data from intelliflo’s practice management system directly into the Transact platform.
The data transfer application uses a dedicated browser extension that automatically migrates selected data from ‘intelliflo office’.
Advisers can access the new app called ZeroKey for Platforms available in the intelliflo store, free of charge, to all intelliflo users.
Tom Dunbar, CEO of Transact, said: “We are thrilled to unveil our collaboration with intelliflo to connect their users seamlessly with Transact.
“Our goal is to extend access to these technological advancements as widely as possible.
“This development marks a significant milestone in our ongoing efforts to deliver Transact illustrations and applications more efficiently. Ultimately making financial planning easier for advisers and their clients.”
Nick Eatock, CEO of intelliflo said: “We are delighted to have been working with Transact on this initiative.
“With over half of Transacts assets being advised upon by intelliflo users, who collectively advise on 260,000 individual investment plans, the gains to be made will be significant.
“Our customers continually tell us that continued improvements in operational efficiency is their number one goal, this collaboration is designed to support that aim.”
