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IntelliFlo Reaches Agreement With Investec
Tom Burroughes
18 January 2013
Wealth management technology firm IntelliFlo said
it has reached an agreement with Investec Wealth
& Investment, which means that assets which are held with Investec “off
platform” will now be incorporated in the valuations and portfolio analysis
generated by IntelliFlo’s Intelligent Office service. The new agreement expands the number of product
providers integrating valuations to Intelligent Office to 34, the firm said. The need to receive data electronically and provide
consolidated valuations and reports, a key cost-saving development, has become
crucial in the wake of the UK’s Retail Distribution Review programme of reforms
to financial advice, IntelliFlo said. IntelliFlo was established in 2004