AJ Bell Adds Intelliflo Zerokey Tool for Advisers

AJ Bell Investcentre has added Intelliflo Zerokey, a tool designed to accelerate client onboarding for financial advisers. The integration introduces a browser extension that allows advisers to populate fields on the AJ Bell platform with data already stored in Intelliflo office using a single click, eliminating the need to manually re-enter information.

The move is part of a broader series of upgrades to the platform over the past year. Recent enhancements include third-party partnerships with Woven Advice, Mabel Insights and Dynamic Planner, all aimed at improving adviser workflows and client outcomes.

Mark Rendle, managing director of AJ Bell’s advised business, said the integration reflects the company’s commitment to listening to adviser feedback. “Once again this proves we are listening to the concerns of advisers and responding by introducing yet another tool that will make the everyday process of protecting client wealth faster and easier, and help advisers to feel good when using our platform,” he stated.

Nick Eatock, CEO and co-founder of Intelliflo, highlighted the practical benefits of the integration. “By removing re‑keying between Intelliflo office and the AJ Bell platform, we are freeing up advisers’ valuable time and reducing typing errors, allowing them to focus on providing financial advice.”

The Zerokey tool is now available to advisers using both Intelliflo office and AJ Bell Investcentre.