Clients using Truth fintech will be able to share comprehensive planning data via a new app.
Prestwood says tw-way integration will mean Financial Planners using Intelligent Office and Truth “can be confident that any data entered will be consistent across all applications, no matter where changes are made”.
They will be able to use cashflow modelling for all clients and produce new cashflows in minutes, the firm says.
Ritchie Walton, managing director of Prestwood Software, said: “I am delighted that we have been able to strengthen our partnership with Intelliflo.
“We have both long agreed that providers should work in partnership with each other to offer the best solutions for financial planners in the UK.
“Our focus has always been on making life easier for Financial Planners - providing simple, yet powerful cashflow modelling
tools that are essential, in our view, for providing sound advice.”
Nick Eatock, executive chairman at Intelliflo, said: “We are delighted that Prestwood is making its product available via the iOS Store.
“It highlights how effective our Open API is in creating opportunities for advisers to access valuable resources seamlessly within Intelligent Office.”