Flagstone Partners with Intelliflo to Give Advisers Direct Access to Client Holdings on UK’s Largest Savings Platform - IFA Magazine

Intelliflo partners with Flagstone to drive efficiency in client reporting

Intelliflo has partnered with savings platform Flagstone to help advisers add valuations more seamlessly and drive greater efficiency in client reporting. Intelliflo’s practice management system – ‘Intelliflo Office’ – currently supports over 28,700 financial advisers to manage their clients’ investment portfolios. With 137 integrations in store, intelliflo enables users to view clients’ often complex financial positions from one single place. A…

Flagstone partners with intelliflo to give advisers direct access to client holdings on UK’s largest savings platform - IFA Magazine

Flagstone, the UK’s largest and highest-rated savings platform, has partnered with intelliflo, the UK’s leading technology platform for the financial advice market, to help advisers add valuations more seamlessly and drive greater efficiency in client reporting. intelliflo’s practice management system, ‘intelliflo office’, currently supports over 28,700 financial advisers to manage their clients’ investment portfolios. With 137 integrations in s…