Centrepoint Alliance has announced an agreement with Intelliflo, the United Kingdom’s market leader for financial advice technology, which Centrepoint says will ” …establish a new era of advice tech for Australia”.
A statement from the company says its adviser network will be one of the first in Australia to access Intelliflo technology, which is used by more than a third of the United Kingdom advice market.
Financial planning technology solutions provider, Enzumo, which was acquired by Centrepoint Alliance in June 2020, will work with Intelliflo to implement its offering across the Australian market.
Angus Benbow, CEO of Centrepoint Alliance, says the agreement was the latest step in the company’s ongoing commitment to providing “…cutting edge technological solutions to both authorised representatives and self-licensed businesses”.
“We have been receiving a high volume of enquiries from advisers seeking a new home and technology is high on their list of priorities.”
As well as this latest agreement, he says the company has been making significant investments in technology including the acquisition of Enzumo, the introduction of an online adviser portal and the development of the Centrepoint Practice Dashboard tool.
He says the company and Enzumo are 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.”
Nick Eatock, CEO and Chairman of Intelliflo, said the partnership with Centrepoint Alliance and Enzumo had been invaluable in helping Intelliflo formulate its Australian market offering.
“We greatly value the opportunity to work together and believe this marks the beginning of a new era of advice tech for Australia.”
