Wealthlink Briefing Hosted by SS&C and intelliflo for Consultants

SS&C and Intelliflow wealthlink discuss how to streamline the entire client advice process—from recommendation to implementation—without the need for manual re-keying. During this live demo, the team demonstrates how integration drives efficiency, accuracy and a better client experience.

Watch it now to see how wealthlink simplifies advice journeys and accelerates client outcomes.