Synaptic Software, an insurance and financial solutions provider, has integrated its full suite of tools with Intelliflo’s iO Store, which is available to all firms using its Intelligent Office (iO) software.
Synaptic is currently the only provider of end-to-end financial services research software and management tools on the iO Store, and its convergence with Intelliflo, a leading supplier of practice management software to financial advisers, represents a compelling proposition for the adviser community.
For the first time, advisers who subscribe to Intelliflo’s iO will be able to access Synaptic’s extensive range of financial planning tools through the click of a button. This includes product and fund research, platform due diligence, risk assessment and goal planning, plus the newly launched “Synaptic Analyser” retirement income analysis tool.
Advisers can seamlessly move between the Intelliflo and Synaptic platforms through the app, automatically sharing inputted data. This reduces administrative burden, saves time and removes the risk of user error through the re-entering of information on separate portals. Additionally, the integration of platforms makes it easier and quicker to access information for compliance and reporting purposes.
Adam Byford, head of global partnerships, Synaptic Software, says: “The integration with Intelliflo represents the continued expansion of Synaptic in the marketplace. We are delighted to bring our suite of research tools, designed ‘with and for’ professional advisers, to the iO user community”.
Nick Eatock, executive chairman, Intelliflo, says: “The addition of Synaptic to iO Store means advisers will be able to access tools that enable them to streamline processes and work more efficiently and profitably. We are constantly expanding integrations with iO to give advisers a comprehensive choice of third-party solutions and iO Store makes it quick and easy to download integrations such as this new one with Synaptic.”