Centrepoint announces technology deal with Intelliflo
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.
Recommended for you
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic.