IntelliFlo, the web-based practice management solutions firm, has integrated its systems with Wealthtime, a UK-based firm specialising in self invested personal pensions and private client investment administration.

The arrangement brings the existing list of providers supported by Intelligent Office to 32, IntelliFlo said

The integration with Wealthtime will allow users to obtain valuations electronically for their clients’ plans, saving both time and money in gathering this data, IntelliFlo said. Information returned can be used to analyse a client’s existing portfolio and be used as part of a financial planning session.

After the UK’s Retail Distribution Review reform programme takes effect, the ability to gain such electronic data will be a large business advantage for advisors, IntelliFlo believes.

IntelliFlo’s Intelligent Office system has more than 8,000 users across 1,000 firms.