Technology

Brooks Macdonald Completes IntelliFlo System Integration

Tom Burroughes, Group Editor, London , 17 May 2012

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Brooks Macdonald Asset Management, the UK-listed investment advisor, has completed a data integration with Intelligent Office, an information technology system from IntelliFlo.

By using the system, advisors can get electronic valuations of clients' portfolios on a line-by-line basis, giving advisors a complete picture of a client’s financial situation.

BMAM is now providing data feeds to Intelligent Office, Avelo (Adviser Office) and Sammedia, with others in the pipeline. Further updates will follow, the firm said in a statement yesterday.

 

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