The deal with Intelliflo comes a few months after June’s announcement that it had partnered with SEI Wealth Platform.
At the time of the SEI deal, WH Ireland’s group CEO, Richard Killingbeck told Portfolio Adviser that increasingly clients are much more aware of the front end, of how their portfolios are performing, while at the same time, the level of investment and specialist knowledge needed to keep on top of technology means outsourcing is becoming ever more important.
According to the firm, the deal with Intelliflo will enhance clients’ ability to “review and receive up-to-the-minute portfolio updates via a fully integrated platform”.
Christy Morrison, head of wealth planning at WH Ireland said: “As the requirements of our clients’ evolve it is essential that we are able to provide easily accessible and tailored services to assist them in meeting their personal goals.”
