Centrepoint announces technology deal with Intelliflo

Centrepoint/intelliflo/advice/technology/

8 February 2021
| By Mike |
image
image
expand image

Financial planning group Centrepoint Alliance has entered into an agreement with the United Kingdom financial advice technology firm, Intelliflo to deliver more technology to financial advisers.

Centrepoint announced the deal today stating that its adviser network would be one of the first to access Intelliflo.

The arrangement flows from Centrepoint 2020 acquisition of Enzumo.

Commenting on the development, Centrepoint Alliance chief executive, Angus Benbow, described it as the latest step in the company’s commitment to providing technology solutions to both authorised representatives and self-licensed businesses.

“In addition to teaming up with Intelliflo, Centrepoint Alliance has been making significant investments in technology including the acquisition of Enzumo, the introduction of an online adviser portal, Centrepoint Connect, and the development of the Centrepoint Practice Dashboard tool.”

 Benbow said Centrepoint and Enzumo were working closely with Intelliflo to create the offering for the group.

“We believe Intelliflo’s technology will greatly benefit financial advisers, and we are delighted to be working with them so that the Centrepoint Alliance community will be one of the first to access the benefits of Intelliflo’s open architecture,” Benbow said.

Intelliflo chief executive, Nick Eatock, said the partnership with Centrepoint Alliance and Enzumo had been invaluable in helping Intelliflo formulate its Australian market offering.

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND