When Courtiers faced limitations with their legacy provider, they turned to Transparity to develop a seamless integration with Intelliflo’s Personal Finance Portal, elevating both functionality and user experience for their clients. Transparity engineered automated data transfers and created a bespoke, mobile-friendly web application that enabled users to view transaction histories, group policies, and access dynamic asset allocation insights through intuitive charts and maps. This solution not only delivered a smooth transition for clients but also significantly improved operational efficiency, ensuring up-to-date portfolio information and fostering greater client trust and satisfaction.
Courtiers provide customers access to their investment information through a web portal, part of a complete wealth management system. Due to some issues with their legacy provider, Courtiers decided to make the switch to Intelliflo.
However, though Intelliflo’s Personal Finance Portal (PFP) provided most capabilities required, the new portal did not allow customers to view their transaction history or filter by policy groups.
Courtiers required integration development to transfer data between their on-premises database and Intelliflo and a solution to provide customers with the capabilities they were used to while operating seamlessly with PFP for a unified user experience.
Transparity built the integration for Courtiers’ on-premises system to send information to Intelliflo via its API. This is daily for the valuations, continuously for the transactions and quarterly for statements. It uses a combination of Logic Apps (to retrieve the Oracle data) and Function Apps (to upload the data to Intelliflo) and runs in the Courtiers Azure tenancy.
Transparity created a new web application (PFP Extension App) deployed as an Azure Web App in the existing Courtiers Azure tenancy. The app provides a place where Courtiers can continue to extend the PFP application where required.
The new app contains the Transaction History page with the facility for users to organise their policies into logical groups so that transactions for policies within the groups, as well as for individual policies can be viewed. Though superior in functionality it is similar in design to the legacy supplier for an easy client transition.
Users access the PFP Extension App via a link in a widget from the PFP application. The user’s authentication is silently maintained between PFP and the PFP Extension using a signed URL generated by the PFP widget, providing a seamless experience for users.
To further enhance the user experience, the PFP Extension Portal was designed as mobile-friendly. This allows the users to see as much clear data as possible depending on the device’s screen real estate.
Since launching the PFP Extension Portal additional functionality has been added to provide a breakdown of the client’s portfolio assets.
Using another custom widget on the PFP application, the user can navigate directly to the new Asset Allocation page. On this page, the user can view their holdings broken down by asset type, currency, county or region. The data is displayed as charts or geography (where appropriate) and the user can drill down to see the value or the percentage of the assets in the funds.
The fund asset allocation data is generated daily by Courtiers. A new Azure Function App was developed to pick up this data from a file store and load it into the PFP Extension Portal’s Azure SQL database. The asset breakdown chart/map data is generated by extracting the client’s fund-holding data from the Intelliflo API and calculating the percentage/value using the asset allocation data.
The deployment of the PFP Extension App and the subsequent enhancements to the Portfolio Assets feature have significantly elevated the client experience for Courtiers’ users. The intuitive design, combined with seamless authentication and mobile-friendly access, has enabled clients to manage their portfolios with enhanced ease and efficiency.
Operational efficiency has also seen a marked improvement thanks to the automated daily updates of asset allocation data via the newly developed Azure Function App. This automation ensures that clients are always viewing the most up-to-date and accurate information, thereby fostering greater trust and satisfaction.
Courtiers specialise in wealth management, guiding high net worth individuals, families, companies & other wealth management professionals to maximise the wealth they created.
