Wealthlink, the first integration of its kind between a back-office and a platform, can now be researched and assessed inside Analyser.

The tie-up between intelliflo and platform tech provider SS&C was first announced in 2023.

Following a pilot and feedback from advisers and planners, and with some extra development thrown in along the way, wealthlink went live with an initial tranche of firms in August this year.

Analyser was updated shortly after launch so that wealthlink can form part of your usual platform due diligence.

The integration means advice professionals can access the SS&C platform directly from intelliflo, with no need to log in and out of different systems and removing the requirement to rekey information.

Platform charges are:

·       0.15% on assets up to £249,999

·       0.125% on assets from £249,999 to £499,999

·       0.10% on assets from £499,999 to £999,999

·       0.05% on assets over £1m

Wealthlink is among the latest entries to be added to Analyser, joining 29 platforms in total. You can find out about wealthlink and other major platforms on the platform directory.

If there’s a platform or MPS provider you’d like to see on Analyser, let us know and contact the provider to encourage them to get the wheels in motion.