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Nick Eatock, Intelliflo

Standard Life adds Intelliflo iO to wrap platform


Standard Life has launched the next phase of two-way integration on its Wrap platform with the addition of Intelliflo’s award-winning business management system, Intelligent Office (iO).

iO enables advisers to create a streamlined process covering all aspects of the new business journey via the Standard Life Wrap product range of SIPP, ISA, Bonds and Personal Portfolio, facilitating: account opening for new clients completely online along with the ability to produce illustrations; the option to add a new product to an existing account; and the ability to add money to an existing tax wrapper.
Mike Hogg, Head of Proposition for Standard Life Wrap, says: “With over 25 per cent of our Wrap partners using Intelliflo this is a great next step in delivering a quicker, more secure and efficient new business process for adviser firms. Advisers that use the platform are busier than ever and need to have confidence in the technology they’re using. Our goal is to offer an end to end streamlined process and this moves us closer to delivering it.”
Nick Eatock (pictured), Intelliflo’s Executive Chairman and founder, says: “Two-way integrations with major brands such as Standard Life bring increased efficiency to advisers, helping them to save time and money plus deliver a higher level of client service. Our focus is on building the value of the iO service to make transacting easier and faster for advisers across a range of products.”
Allison Price, Customer Service Manager from Aspira Corporate Solutions Ltd, who has trialled the service, says: “The integration facility between iO and Standard Life Wrap has enabled us to improve and optimise our back office new business process, saving valuable time and costs to the business.
“The process is really user friendly and is a welcome improvement on how we transact and exchange information between our client management system and the platform.”

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