Aegon has partnered with Intelliflo to deliver two-way integration between Intelliflo’s business management system, Intelligent Office, and Aegon’s One Retirement and Aegon Retirement Choices platforms.
Available from February 2016 the integration will speed up processes and deliver transaction efficiencies for advisers. Using a single sign on advisers selecting Aegon will seamlessly access: account creation (as part of a quote or apply journey); full pre-population of SIPP, drawdown transfer, ISA and GIA quotes and new business applications; and top-ups for all products all quote and application documents in iO.
A range of administration features will also be available via the single sign on function. These include: pre-population of fees; daily bulk valuations; event history; inforce notification; and automated income.
Duncan Jarret (pictured), Aegon’s Managing Director of Retail Solutions, says: “Supporting the industry’s desire for a digital future, the integration with Intelliflo delivers many benefits for our adviser partners, cutting down time spent accessing functions and reducing the potential for keying errors.”
Mike Clifford, Intelliflo’s CCO, says: “Working in partnership with major brands such as Aegon is the future and technological advances mean advisers will find transacting will become easier and faster across a range of products and services, saving them time and money.”