Flagstone partners with adviser platform intelliflo
The new integration between Flagstone and intelliflo comes with many benefits for both advisers and their clients.
This article is not advice. It is provided for information purposes and should not be treated as a recommendation. Advisers remain responsible for the advice they provide to their clients.
We’re pleased to announce our integration with intelliflo, a platform trusted by thousands of financial advisers across the UK.
This partnership will benefit both financial advisers and their clients.
Flagstone’s integration onto the intelliflo platform enables advisers using intelliflo to see the performance of their clients’ existing Flagstone cash savings from their own intelliflo dashboard, create real-time reports based on these holdings as part of their wider financial management plans, and make recommendations on their ongoing management.
With this integration, advisers can stay compliant while spending less time on admin. This will enable them to focus on what matters the most – building stronger relationship with their clients.
Moreover, the platform helps advisers meet client expectations of having 24/7 holistic view of their wealth and a personalised experience.
To take advantage of the integration, you can connect the Flagstone app from intelliflo’s store. For full step-by-step instructions on how to do that, please read our Integration guide.
