intelliflo and Söderberg & Partners Form Strategic Partnership to Drive Adviser Efficiency

intelliflo and Söderberg & Partners today announced a new strategic partnership designed to deliver greater efficiency, smarter workflows and an enhanced technology experience for financial advice firms. 

The partnership will see Söderberg & Partners’ proprietary tools integrated directly into the intelliflo platform, enabling intelliflo system users to access enhanced functionality through a seamless, connected experience. 

Beyond the technology integration, both organisations are committed to jointly defining a dedicated Söderberg & Partners adviser journey. By combining intelliflo’s market leading advice platform with Söderberg & Partners’ expertise and tools, the partnership aims to significantly reduce operational friction and unlock meaningful efficiency gains for partner firms.

The collaboration reflects a shared ambition to help advisers spend less time on administration and more time delivering value to clients, while supporting scalable, sustainable growth. 

Commenting on the partnership, Walter Nunez Ovtcharenko from Söderberg & Partners said: “We are thrilled to enhance our partners’ experience by integrating Söderberg & Partners’ innovative advisory tools with the Intelliflo platform. This collaboration is a testament to our commitment to provide superior technology solutions, enabling our partners to achieve greater efficiency and success in their advisory services.” 

Nick Eatock from intelliflo said: “We are always looking for ways to increase efficiencies for our adviser community and free up valuable time. Söderberg is a valued partner in helping us achieve this ambition, and we look forward to collaborating with their team to bring new solutions to advisers as the organisation continues to grow. Their partnership has been instrumental, and our modern technology enables seamless integration with the Söderberg ecosystem. We’re excited to build on this strong relationship and deliver even more options as their offering expands.”

Representatives from both organisations said the partnership marks an important step in strengthening collaboration across the advice ecosystem and delivering practical innovation that makes a real difference to firms. 

Both intelliflo and Söderberg & Partners are excited to work more closely together as they continue to develop integrated solutions that support adviser success in an evolving regulatory and operational landscape.

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