wealthlink
by intelliflo · Wealth and investment platforms · London, United Kingdom
Investment management platform enabling direct portfolio management and account opening from within intelliflo office without re-keying or multiple platform logins.
What wealthlink does
- Direct investment and portfolio management
- Account opening and implementation
- Elimination of platform switching
- Automated data transfer
- Suitability tracking
- Client outcome reporting
What wealthlink is used for
- Implement financial advice plans directly
- Reduce administrative rekeying
- Improve investment management efficiency
- Deliver better client outcomes
Who wealthlink is for
- IFA firms
About intelliflo
Financial advice software and tools for IFAs, covering CRM, cashflow modelling, document management, client portal and AI assistance.
intelliflo in the vendor registry: its products, features and similar vendors.
Also by intelliflo
- intelliflo office: End-to-end advice software: CRM, fact find, advice journeys, document and workflow management.
- intelliflo client portal: Secure client portal for messaging, documents and portfolio visibility.
- Cashflow modelling: Cashflow and trust modelling tools localised for Australian advice.
- intelliflo store: Marketplace of integrated partner applications.
- intelliflo IQ: AI-powered assistant that reduces cost-to-serve by up to 85% for financial advice firms.
- eAdviser: Analytics and benchmarking tool that measures technology adoption across financial advice firms and identifies efficiency improvement…
More in this category: Wealth management and investment platforms.
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