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Intelliflo bolts on new product comparison capabilities

Patrick Buncsi4 April 2024
Intelliflo platform adviser ProductRex Omnium

intelliflo, a global technology solution for financial advisers, has announced new two-way data-sharing integrations with financial product comparison platforms ProductRex and Omnium.

Leveraging open APIs, the new data-sharing agreement with ProductRex and Omnium will enable intelliflo users to “seamlessly” tap product comparison capabilities within the intelliflo office platform.

The integrations promise to significantly reduce data entry time for advisers as well as provide auditable research results.

ProductRex is a dedicated adviser platform for superannuation and investment product recommendations. The Omnium platform, meanwhile, provides product comparisons for life insurance products.

intelliflo notes that the new integrations will see research data sent “back into the advice journey, providing a complete audit trail and basis for recommendations”. This data, it added, will now be available as outputs within intelliflo’s document designer module and any subsequent advice documentation.

Stephen Wirth, intelliflo Australia’s product strategy lead, said the newest integrations “pave the way” for other technology partners to easily integrate with the intelliflo platform customers, and provide customers with their choice of technology stack.

“Integrated, intuitive, and innovative customer journeys are our North Star, and we’re in constant discussion with our users, listening to their feedback and evolving needs – it’s why we’re implementing customer-inspired changes into our product every week,” Wirth added.

intelliflo office, intelliflo’s principal offering, is a popular business management system for financial advice firms.

The platform is currently used by 30,000 financial advisers worldwide across the US, UK, and Australia.


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