Bringing you live news and features since 2006 

Intelliflo adds James Brearley & Sons and Praemium to Intelligent Office

RELATED TOPICS​

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.”

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by