Intelliflo has expanded its number of Wealthlink partnerships, which includes Cofunds and Zurich, to include Seven Investment Management, providing advisers with two-way integration between Intelliflo’s award winning business management system, Intelligent Office, and Seven Investment Management’s platform.
Available now, the two-way integration allows users to send information between both Intelliflo’s and Seven Investment Management’s’ systems, resulting in a more efficient way to manage their business and clients.