AJ Bell adds Intelliflo Zerokey to its suite of adviser tools

AJ Bell Investcentre has announced an integration with Intelliflo Zerokey, adding to its suite of adviser tools.

The integration will aim to speed up and simplify the onboarding of clients to the AJ Bell Investcentre platform.

It will enable onboarding through one click via a browser extension, removing the need for manual re-keying of client data already in Intelliflo Office.

Advisers will be able to auto-populate online journeys using data taken directly from Intelliflo, which it said would save time and reduce re-keying errors when onboarding clients and opening new accounts on the platform.

“We’re delighted to announce the launch of Intelliflo Zerokey for AJ Bell Investcentre to deliver further efficiencies at a time when advisers need all the help they can get from platforms to save time and support as many clients as possible,” commented AJ Bell advised managing partner, Mark Rendle.

“Once again this proves we are listening to the concerns of advisers and responding by introducing yet another tool that will make the everyday process of protecting client wealth faster and easier – and help advisers to feel good when using our platform.”

Intelliflo CEO and cofounder, Nick Eatock, said the firm was “thrilled” to partner with AJ Bell, further widening the options available to users of Intelliflo Office.

“By removing re-keying between Intelliflo Office and the AJ Bell platform, we are freeing up advisers’ valuable time and reducing typing errors, allowing them to focus on providing financial advice,” he added.

---