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New contract win for Intelliflo

National IFA firms Investors Planning Associates has chosen Intelligent Office to provide front and back office technology.

With 40 advisers, the national firm provides a summary of work in progress for each user and facilitate quick navigation to different parts of the system, depending on the task in hand.

IPA says it chose IO as it was looking for a web-based end to end solution, helping with fact finds, research, suitability letters, client management, workflow, compliance, risk-based file checking and commissions management.

Intelliflo chief executive officer Nick Eatock says: “We are delighted to add IPA to our rapidly expanding client list. Being entirely web-based, Intelligent Office is flexible and always up to date so it is ideally suited for businesses where the quality and level of client service are key.”

IPA chairman and managing director Maurice Manasseh says: “We have always had our own in-house system, but following a comprehensive review of the marketplace, were particularly impressed with the seamless offering from IntelliFlo.

“After nearly 40 years in the industry, our focus has always been on our clients and we are delighted that with Intelligent Office, all of our associates across the country will be able to provide an even stronger emphasis on client servicing, while improving efficiency and business management for both our associates and the company in a highly cost effective manner.”


Advisers urged to be more business-like

Most adviser firms are “stuck in adolescence” and need to move quickly to transform their businesses to take account of the future regulatory landscape, says consultancy The Adviser Gym.


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