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Selectapension and Intelliflo integrate systems

Pension switching tool provider Selectapension and adviser office software house Intelliflo are integrating their systems to streamline the processing and administration of transfers. 

by John Greenwood
August 28, 2018
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From next month Intelliflo’s iO Store will include a Selectapension app that allows existing Selectapension customers to move and store all their existing client reports on Intelliflo’s Intelligent Office system.

Intelliflo’s subscribers will be able to access Selectapension’s pension switching tool from within their back-office system.

Selectapension has more than 3,000 financial adviser and planner subscribers who produced around 45,000 cases using Selectapension’s pension switching tool in the last 12 months. Intelligent Office supports over 2,300 firms and has over 21,250 users.

The iO Store uses the Intelliflo Developer Platform which has publicly available APIs. Intelliflo says the number of partners producing applications for the iO Store ‘is growing exponentially’.

Selectapension managing director Andy McCabe says: “Many of our customers enjoy the benefits of Intelliflo’s Intelligent Office software and this integration will make their lives easier and save time.  If advisers value this integration, we will add some of our other tools to the iO Store in the future.”

Intelliflo executive chairman Nick Eatock says: “The integration of Selectapension to the iO Store is a great example of how our open API via the iO Store is expanding our offering for the benefit of our customers.”

 

 

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