Working together to deliver a better service
Synaptic’s full suite of tools is now integrated into Intelliflo’s iO Store, enabling advisers to move seamlessly between the Intelliflo and Synaptic platforms via the Synaptic App, sharing inputted data, reducing administrative burden and the need to re-key core client information.
Synaptic and Intelliflo believe that by working together, we can deliver an enhanced integrated user experience. Additionally, the integration of platforms makes it easier and quicker to access information for compliance and reporting purposes.
How does the integration work?
The integration works by passing the selected client data, together with holdings information, from iO to Synaptic. Simply purchase the App from the iO Store**. Your iO credentials are stored in Synaptic, removing the need to re-key every time you wish to perform research.
The full Synaptic research suite at your fingertips
Advisers who subscribe to Intelliflo’s iO Store will be able to access Synaptic’s extensive range of financial planning tools at the click of a button. This includes product and fund research, platform due diligence, risk assessment and goal planning, and retirement income analysis.
From iO Store you will arrive at the Synaptic Suite login page, where you will be able to gain immediate efficiencies by using the App. For those who do not currently subscribe to one or more of the Synaptic tools, you will be able to register your interest from the login page, and a member of our advisory team will call to discuss your needs in further detail.
“The addition of Synaptic to iO Store means advisers will be able to access tools that enable them to streamline processes and work more efficiently and profitably. We are constantly expanding integrations with iO to give advisers a comprehensive choice of third-party solutions and iO Store makes it quick and easy to download integrations such as this new one with Synaptic.”