Colnvestor has partnered with Intelliflo’s ‘Intelligent Office’ software.
The initiative is set to deliver an upgraded service for customers. Colnvestor is now available to iO users via Intelliflo’s app store.
For the first time, it will allow financial advisors using intelligent office to allocate and manage their client’s tax-efficient investments within their existing back office.
The Colnvestor integration will help to deliver and receive updates directly from fund managers, such as dividends, valuation updates and exits.
Sam Plumptre, chief executive of Colnvestor, said: “We continually look for ways to improve our service connecting financial advisers with fund managers in the alternative assets space.”
He added: “Collaborating with Intelliflo has enabled our customers to streamline their investments. Intelliflo shares our priority for high technical excellence and delivering a service that makes a difference.”
“Through increased digitisation and increased automation, our clients can keep track of their alternative asset investments. iO's flexibility gives our clients the ability to manage all their tax-efficient investments in one place."
Nick Eatock, Intelliflo’s executive chairman, commented: “The work we’ve done to make it as easy as possible for firms such as CoInvestor to be accessed through iO is really paying off. CoInvestor is another valuable time-saving service that will enhance the user experience of the iO suite of tools.”
