Intelliflo and Selectapension Expand Offering
Selectapension has confirmed that its new Rapid Reviewer tool is now fully integrated with Intelliflo’s iO Store, which will save customers’ time and streamline their client review activity
Rapid Reviewer enables financial planners to run comprehensive reviews of their clients’ investments and pensions. The tool was launched earlier this year to speed up the client review process. Selectapension has now released ‘’Phase II” which produces more granular detail of charges to help with MiFID II requirements.
The integration with Intelligent Office will save time. It means that when users wish to carry out a review, the client details and all their plan information will be automatically pulled through to Rapid Reviewer for analysis, saving re-keying time. The resulting Review Report is then stored in the client file, so everything is kept in one place.
Furthermore, at the next client review, users can simply revise the Review Report at the touch of a button, pulling through the updated fund performance and charges from the back office.
Andy McCabe, MD at Selectapension commented; “When we first integrated with Intelligent Office, we said that if all went well, we’d add some more tools. It’s going well! The benefits of integrating with Intelliflo’s Intelligent Office software makes our mutual customers’ lives easier and saves more time.”
Nick Eatock, Intelliflo’s CEO and Chairman comments: “We have over 50 apps in the iO Store and to date over 8,000 downloads have been made by users of Intelligent Office. Having open access to a wide range of services that can dovetail with our main technology has been met with universal approval by our customers and the addition of Selectapension’s Rapid Reviewer is yet another benefit available to them.”
For further information
4th November 2019 Introducing Fully Editable Reports
4th September 2019 Selectapension invests in new features for the Pension Transfer Market
1st August 2019 Selectapension Newsletter – July 2019
11th April 2019 A New Client Review Tool… Coming Soon
14th March 2019 Selectapension Reaches A New Milestone!