Intelliflo widens access to adviser planning tool

SIP allows advisers to manage all of their client and provider data within a single technology eco-system which is aligned with their service proposition.
Dynamic Planner (DP) supports the advisory process through its powerful suite of analytical, forecasting and planning solutions, integrating seamlessly with Simply Intelliflo Plus to reuse client records, thus avoiding the need to rekey data.

DP’s functionality includes analysis of a client’s cash flow and budgeting, protection and mortgage planning and, for investments and pensions, facilitates risk profiling, analysis of current portfolio, goal setting, together with the ability to recommend portfolios and plan, quote and apply with a number of platforms and providers.

Nick Eatock, Chief Executive Officer of Intelliflo, said:

“SimplyBiz members will benefit greatly from a fully joined up process that reuses data between Simply Intelliflo Plus and Dynamic Planner. We have seen an increasing demand for financial planning tools and our ‘best of breed’ approach to adding functionality to Simply Intelliflo Plus ensures that over 1,700 existing users can manage all aspects of their business within a single technology eco-system.

"Thousands of advisers use Distribution Technology’s award winning Dynamic Planner every month and we are therefore delighted to be able to offer this functionality to our Simply Intelliflo Plus users.”

Rob McDonnell, Sales and Marketing Director at Distribution Technology, added:

“Our selection by Intelliflo is a significant endorsement of Dynamic Planner as advisers are increasingly requesting integrated systems to help them save time and money.  Dynamic Planner is unmatched in this respect.”

Neil Stevens, Joint Managing Director of the SimplyBiz Group, said:

“We are pleased to see the integration of Dynamic Planner with Simply Intelliflo Plus, as it gives advisers a powerful way of demonstrating significant value to their clients, providing a full suite of financial planning tools that are comprehensive and easy to use."