Self-invested personal pension provider Dentons has integrated Intelliflo’s Intelligent Office software to make it easier for advisers to evaluate their clients' portfolios.
Intelligent Office enables advisers to build their own business management system and manage the entire advice process using a single software.
Dentons' move came after a call from advice firm Willis Wealth Management asking to create automated links with the software.
Stephen Willis, director and head of group risk at Willis Wealth Management, said: “We are pleased that Dentons responded to feedback from Willis Wealth Management, and that it worked on developing automated links with Intelligent Office to create an integrated and seamless Sipp portfolio valuation service for Willis’ clients with Dentons’ Sipps.
“It is also pleasing to note that whilst both the Willis and Dentons businesses are now over 40 years old, that has not stopped either of us from fully embracing technology for the benefit of our mutual clients.”
David Fox, director of sales and marketing at Dentons Pensions, said: “Dentons Pensions is dedicated to providing a high quality adviser and client support service and offering links to Intelligent Office is just one of the ways we are continuing to do this.
“It provides a modern approach to assist advisers in interacting with clients with secure virtual communications, which has quickly become the ‘new normal’ in so many aspects of our lives and will continue to be.
“Advisers are relying more and more heavily on the use of technology and Dentons Pensions is proud to be listening to, and supporting, our adviser community by offering this efficient service.”
amy.austin@ft.com
What do you think about the issues raised by this story? Email us on fa.letters@ft.com to let us know.
