EV has updated its integration between its financial planning tool EVPro and intelliflo office, aiming to make the advice process faster and easier for advisers.
Advisers can now add a spouse or partner manually for joint life planning after a client has been moved over.
The transfer of completed Growth Attitude to Risk (ATR) Questionnaires is now fully automated between EVPro and intelliflo office, which removes the need to rekey data and cuts down on errors.
Previously, advisers could only import ATR data from intelliflo office to EVPro, not the other way round.
The upgrade also means model portfolio recommendations can be sent from EVPro to intelliflo office in one go, making it quicker to submit to providers.
Gemma Brazier, product owner at EV, said: “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.”
Brazier added: “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, said: “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.”
