The Wealthlink service is currently being trialled with a group of advice firms and will go live later this year but from today other advisers can register their interest.
It will allow financial advisers to put their clients’ investment and pension plans into action within Intelliflo and will make switching platforms easier.
Intelliflo said this was the company's "deepest" integration ever.
Nick Eatock, chief executive of Intelliflo, said: "The industry has taken huge strides forward, but we can all agree that advisory firms are still having to re-key data too many times, learn too many systems and spend too much valuable time jumping from one system to another.
"With the launch of Wealthlink, advisory firms will only ever need to key a client’s details in once. They can then go through their client’s advice journey using all Intelliflo offers, from discovery, cashflow modelling and setting up the client’s plan, to getting the money invested and utilising the client portal.
"With Wealthlink, everything, from instructing transfers and building portfolios to allocating capital across tax wrappers, can be done without leaving the Intelliflo environment. Advisory businesses will only need to learn one system."
The system is being launched with platform provide SS&C Technologies but Eatock said it was open architecture and therefore any platform could integrate with Intelliflo in this way.
As part of the deal between Intelliflo and SS&C, every Intelliflo user will qualify for the following platform charges on a per client account basis: 0.15 per cent up to £249,999, 0.125 per cent from £2499,999 to £499,999, 0.1 per cent from £499,999 to £999,999 and 0.05 per cent over £1mn.
Advisers have continuously told us they want a quick and easy way to execute investment business from within IntellifloNick Wright, SS&C
Nick Wright, head of global investor and distribution solutions at SS&C, said while the Intelliflo integration would make it easier for advisers to take their business elsewhere, he wanted advisers to work with his company because it offered the best solution and not because it was difficult to leave.
He said: "Advisers have continuously told us they want a quick and easy way to execute investment business from within Intelliflo, both for account opening and client servicing.
"We are dedicated to helping achieve this goal through the breadth and depth of our APIs, ensuring advisers never have to leave the Intelliflo experience."
Wright said this was "one of many elements" SS&C was using to grow its position in the UK market.
When asked if Intelliflo was speaking to other platforms, Eatock said the company's current focus was on the imminent launch of the Wealthlink system.
damian.fantato@ft.com
