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Intelliflo adds James Brearley & Sons and Praemium to Intelligent Office


Web-based business management software provider, Intelliflo, has integrated with James Brearley & Sons and Praemium to offer bulk valuations from within Intelliflo’s Intelligent Office system. 

This brings the existing list of providers supported by Intelligent Office to over 50.

The integration with both firms allows advisers to obtain valuations electronically for their clients’ portfolios. Information will be stored online and directly accessed, facilitating significant time and cost savings. The information returned from both firms can be used as part of Intelligent Office’s comprehensive client reporting functionality and form part of a financial planning session. This integration makes re-keying data unnecessary, eliminating human error, cutting down time spent on administrative tasks and allowing advisers to spend more time on advisory and discretionary work.

Rob Walton (pictured), Chief Operating Officer of Intelliflo, says: “We are very excited to have undertaken these integrations with both James Brearley & Sons and Praemium, which will provide significant time-saving and financial efficiencies to clients in one simple yet powerful tool.”

Nigel Corrie, Executive Director at James Brearley & Sons, says: “We are delighted to partner with Intelliflo. As a long established investment manager and stockbroker, the provision of our services to the financial adviser community continues to represent a significant aspect of our growth aspirations. Therefore, we welcome this initiative with Intelliflo, the leading provider of business management systems to the adviser community.”

Michael Ohanessian, CEO at Praemium, says: “As a provider of technology services ourselves we recognise how important an integrated solution is to adviser firms.  We have been delighted to work in collaboration with Intelliflo to provide those of our clients using Intelligent Office with access to fully automated valuation data on the model portfolios they manage on our SMA technology Platform.”

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