Aberdeen Adviser adds intelliflo ‘quote and apply’ to cut rekeying and accelerate onboarding

Aberdeen Adviser, provider of one of the UK’s largest adviser platforms by assets, is set to add ‘quote and apply’ options for Wrap users via its integration with intelliflo.

The latest upgrade will allow advisers to use data already held in intelliflo Office (iO) to generate quotes, compare products, and submit applications – rather than having to rekey in all the information.

This will help improve data accuracy across advisers’ systems, join up previously disconnected workflows and put more capacity back into advisers’ businesses.

Last year, Aberdeen announced its partnership with intelliflo and began working closely with iO to give advisers deeper integrations between their back office and platform, via the intelliflo Zerokey app.

Integration services are already live, utilising new Wrap platform APIs for create client and getting documents directly from Wrap to iO.

More than half of all Aberdeen Wrap users now use intelliflo. Quote and apply capability, the next upgrade to benefit advisers, will enable faster onboarding and less rekeying to generate quotes and place new business on Wrap.

Aberdeen Adviser’s work with iO forms part of the platform provider’s wider strategy to invest in upgrading technology to create capacity and efficiency for advisers. This gives firms using Aberdeen Wrap the ability to serve more clients at scale with data that flows freely and securely from and to where advisers work. 

By furthering its partnership with intelliflo, Aberdeen Adviser is accelerating its ambition to be the most integrated platform in the market.

The quote option will go live this summer, followed by apply options in Q4 2026.

Derek Smith, Chief Product & Technology Officer at Aberdeen, said: “We’re delighted to announce the next phase of our integration with Intelliflo, building on what we’ve already delivered for advisers to date. Ultimately, our goal is to create the most integrated platform in the market and reduce the pain points currently preventing advisers from scaling and differentiating themselves against their competitors.”

Nick Eatock, Chief Executive Officer at intelliflo, said: “By adding ‘quote and apply’ options to the list of integrations for Wrap users, Aberdeen Adviser is helping to further reduce the time advisers spend on re-keying data between systems. This is time they’d rather spend sat down getting to know clients and growing their businesses. Integrations like this help to reduce friction at the heart of the advice process, and giving back much-needed time to advisers.”

ENDS

Media enquiries 

Rachel Cashmore 

Senior Manager, Media Relations: Adviser and Investments

Rachel.Cashmore@aberdeenplc.com 

0734 170 3358

About Adviser 

Aberdeen’s Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their businesses and their clients.

Adviser offers a combination of tools and services personalised to the needs of IFAs, including access to the full suite of investment solutions that Aberdeen offers as well as a wide range of open architecture investment options.

As at 31 December 2025, Adviser business managed and administered £80.4bn of client assets.

www.aberdeenadviser.com

About Aberdeen Group plc

Aberdeen is a leading Wealth & Investments group, working to help millions of customers and clients turn their financial goals into reality. As at 31 December 2025, Aberdeen managed and administered £556bn of client and customer assets across its three core business, interactive investor, Adviser and Investments.

www.aberdeenplc.com 

The value of investments and the income from them can go down as well as up and investors may get back less than the amount invested.

Aberdeen Platform Limited, provider of Wrap platform, is registered in Scotland (SC180203) at 1 George Street, Edinburgh EH2 2LL and authorised and regulated by the Financial Conduct Authority. 

About intelliflo

intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business. Our open architecture and deep industry expertise simplify a complex digital landscape, helping advisers deliver better outcomes with greater efficiency. Today, intelliflo supports over 29,000 advice professionals, representing around £505 billion in assets under advice and serving more than 2.2 million clients. Together, we’re widening access to advice and powering the future of financial planning.

About ZeroKey

ZeroKey is on a mission to integrate technology and eliminate manually data entry. It enables financial advisers to easily integrate their tech stack and move client data from A to B, helping them save time and retain data integrity. Founded in 2023, ZeroKey is brought to you by the same people who brought you CashCalc.