Centrepoint announces technology deal with Intelliflo
Financial planning group Centrepoint Alliance has entered into an agreement with the United Kingdom financial advice technology firm, Intelliflo to deliver more technology to financial advisers.
Centrepoint announced the deal today stating that its adviser network would be one of the first to access Intelliflo.
The arrangement flows from Centrepoint 2020 acquisition of Enzumo.
Commenting on the development, Centrepoint Alliance chief executive, Angus Benbow, described it as the latest step in the company’s commitment to providing technology solutions to both authorised representatives and self-licensed businesses.
“In addition to teaming up with Intelliflo, Centrepoint Alliance has been making significant investments in technology including the acquisition of Enzumo, the introduction of an online adviser portal, Centrepoint Connect, and the development of the Centrepoint Practice Dashboard tool.”
Benbow said Centrepoint and Enzumo were working closely with Intelliflo to create the offering for the group.
“We believe Intelliflo’s technology will greatly benefit financial advisers, and we are delighted to be working with them so that the Centrepoint Alliance community will be one of the first to access the benefits of Intelliflo’s open architecture,” Benbow said.
Intelliflo chief executive, Nick Eatock, said the partnership with Centrepoint Alliance and Enzumo had been invaluable in helping Intelliflo formulate its Australian market offering.
Recommended for you
ASIC has cancelled the Australian Financial Services Licence of MWL Financial Services and banned MWL’s director Nicholas Maikousis for 10 years over conduct in relation to the Shield Master Fund.
While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the professional landscape.
Financial planning technology provider GBST has completed a significant upgrade of its Composer platform for its APAC clients.
Intelliflo has been acquired by global investment firm Carlyle for $200 million, stating it wants to accelerate the software firm’s growth in Australia.
