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Brooks Macdonald Completes IntelliFlo System Integration
Tom Burroughes
17 May 2012
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.