AJ Bell Investcentre has integrated with Intelliflo Zerokey to speed up the process of onboarding clients to the platform with one click through a browser extension.
The firm said the move will remove the need for manual re-keying of client data already in Intelliflo office.
It said Financial Planners and advisers will be able to auto-populate online journeys using data taken directly from Intelliflo.
The business said that should save time and cut re-key errors when onboarding clients and opening new accounts on its platform.
The firm claimed it has introduced a number of time-saving upgrades to AJ Bell’s processes in the past 12 months, including third party partnerships with Woven Advice, Mabel Insights and Dynamic Planner.
Mark Rendle, AJ Bell advised managing director, said: “Advisers need all the help they can get from platforms to save time and support as many clients as possible.”
Nick Eatock, CEO and co-founder of intelliflo, said: “By removing re-keying between intelliflo office and the AJ Bell platform, we are freeing up advisers’ valuable time and reducing typing errors, allowing them to focus on providing financial advice.”
It is now available to all active users of the intelliflo store. Intelliflo Zerokey can be accessed by Planners with an automated link for account opening on the AJ Bell Investcentre platform.
The quarter saw a record growth in customer numbers, increasing by 50,000 in the quarter across both b2c and consumer to close at 723,000. This represents a rise of 22% in the last year.
Total d2c customers rose 28% year-on-year to 534,000. Assets under administration also rose 1% over the quarter, and 20% year-on-year, to £108.7bn as at 31 March.