AJ Bell Investcentre is pleased to announce an integration with intelliflo zerokey, adding to its suite of time-saving adviser tools.
The integration of intelliflo zerokey will make the onboarding of clients to the AJ Bell Investcentre platform faster and easier with just one click via a browser extension, removing the need for manual re-keying of client data already in intelliflo office. Advisers will be able to auto-populate online journeys using data taken directly from intelliflo, saving time and reducing re-key errors when onboarding clients and opening new accounts on the AJ Bell Investcentre platform.
Now available to all active users of the intelliflo store, intelliflo zerokey can be accessed by advisers with an automated link for account opening on the AJ Bell Investcentre platform.
This comes following a wider package of time-saving upgrades to AJ Bell’s processes in the past 12 months, including third party partnerships with Woven Advice, Mabel Insights and Dynamic Planner.
Mark Rendle, AJ Bell advised managing director, says:
“We’re delighted to announce the launch of intelliflo zerokey for AJ Bell Investcentre to deliver further efficiencies at a time when advisers need all the help they can get from platforms to save time and support as many clients as possible. Once again this proves we are listening to the concerns of advisers and responding by introducing yet another tool that will make the everyday process of protecting client wealth faster and easier – and help advisers to feel good when using our platform.”
Nick Eatock, CEO and co-founder of intelliflo, adds:
“We are thrilled to announce our partnership with AJ Bell, a move that brings the highly respected AJ Bell Investcentre platform into intelliflo zerokey, further widening the options available to intelliflo office users. By removing re-keying between intelliflo office and the AJ Bell platform, we are freeing up advisers’ valuable time and reducing typing errors, allowing them to focus on providing financial advice.”
