Fidelity Adviser Solutions, Fidelity International’s adviser platform, is extending access to its ZeroKey integration to intelliflo users, enabling more advisers to benefit from faster onboarding, reduced rekeying and improved data integrity.
The development builds on Fidelity Adviser Solutions’ recently announced partnership with ZeroKey, which is improving connectivity between the Fidelity platform and third-party adviser technology.
The initial release will enable advisers to create a client record on the Fidelity Adviser Solutions platform at the click of a button, using straight-through processing to reduce the need for manual rekeying and streamline client set-up.
The intelliflo web extension will be available through the intelliflo store and will enable users to benefit from further integrations Fidelity Adviser Solutions develops with ZeroKey as they become available. Advisers will be able to use the integration with Fidelity Adviser Solutions free of charge.
Paul Richards, head of adviser distribution at Fidelity Adviser Solutions, commented: “Our focus is on making it easier for advisers to move information between the technology they use and the Fidelity platform, helping to reduce repetitive administration and the risk of errors.
“Making these integrations available to intelliflo users will extend those benefits to more advice firms. Initially, advisers will be able to create a client record on the Fidelity Adviser Solutions platform at the click of a button, helping to make client set-up quicker and more efficient.
“Importantly, the integration will be available free of charge to advisers using it with Fidelity. By improving connectivity between the systems advisers already use, we can help firms spend less time on administration and more time supporting their clients.
“This is another step in our work to make it as easy as possible for advisers to do business with Fidelity, and we will continue to look at how smart integrations can remove friction from the advice process.”
Nick Eatock, CEO at intelliflo, said: “We're delighted to extend our partnership with Fidelity Adviser Solutions, bringing their integrations into intelliflo's ZeroKey-powered web extension and widening the options available to intelliflo office users. Removing the need to rekey client information between intelliflo office and the Fidelity Adviser Solutions platform means greater operational efficiency, fewer keying errors and ultimately, a better user experience.”
Joseph Williams, co-founder and CEO at ZeroKey, added: “Rekeying data into investment platforms remains a major pain point within the advice profession. Bringing Fidelity Adviser Solutions into the intelliflo-ZeroKey ecosystem not only provides intelliflo office users with even greater choice but also represents an important step towards creating a more frictionless experience for all involved.”
