First Trust IFA has chosen Intelligent Office from IntelliFlo to provide front and back office technology for its team of advisers.
IO will be implemented across the organisation as a replacement for their existing back office solution.
First Trust area sales manager Joey Devlin says: “A web-based solution was key as it ensures that client data is secure. Also for the first time, our advisers in Northern Ireland and Great Britain will have real time access to the vital information they need.”
IntelliFlo chief executive Nick Eatock says: “It is great news that Intelligent Office has been selected by First Trust Independent Financial Advisers Ltd. Intelligent Office is flexible and always up to date so it is ideally suited for businesses where the level of service to clients is important.”