Intelliflo delivers increased time efficiencies through link with Virtual Cabinet

  • 21.09.2015 01:00 am

Intelliflo, the leading provider of web-based business management software to over 1,450 firms has partnered with Lindenhouse Software’s leading document management solution Virtual Cabinet to deliver increased efficiencies for clients.

Virtual Cabinet is the preferred document management & cloud portal solution of 30 of the top 100 UK accountancy practices.  It combines industry-leading document management with secure client communication and the electronic sign-off of documents through an integrated portal.

Wenda Field, Intelliflo’s Sales Director comments, “Our partnership with Virtual Cabinet will enable advisers to reduce admin time and increase efficiency, both key factors in running profitable businesses and a key part of our strategy for delivering tangible benefits and added value to our clients.

“This continues our philosophy of being open and integrating with best of breed partners across the financial advice landscape.”

Mark Woolley, Director, Lindenhouse Software comments: “We are excited to be forging stronger links with Intelliflo and enhancing the integration between our products will improve efficiency for financial advisers at a time when the industry is looking for ways to become more agile. The extension of our partnership will help support our mutual growth strategies.”

Antrams Financial Services, (West Sussex office), is one firm set to benefit from tighter integration between Virtual Cabinet and Intelligent Office. A long-term user of both systems, Mark Robinson, Financial Planner, Antrams, believes the time-savings are persuasive. Mark comments: “Anything that can save between four and five minutes every hour soon adds up and before you know it, you have saved a full eight hour day. We welcome the prospect of even tighter integration and know that it will bring added efficiencies to the firm.”

 

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