Intelliflo - Online adviser software

Chase de Vere appoints Intelliflo to upgrade its core IT operating system

By Miles Reucroft
Jan 3, 2017 10:02:55 AM

Chase de Vere, the national firm of independent financial advisers, is pleased to announce that it will be partnering with Intelliflo, as it invests in technology solutions to upgrade its back, middle and front office systems. The project is being led by Bob Kelly, Chase de Vere’s director of IT. 

The Company has spent over 12 months researching the market and analysing the various options in great detail, taking on board valuable feedback from employees and external experts. As a result of this, the decision has been made to use Intelliflo’s Intelligent Office system.

“This is a hugely important initiative for Chase de Vere, which is why we have taken the time and effort to find the ideal partner to work with. I believe that Intelliflo is that partner," says Stephen Kavnagh, chief executive of Chase de Vere. 

“Working with Intelliflo and upgrading our Company’s technology systems will allow us to improve efficiencies for our advisers and support staff, which will help us to provide an even better service for our clients. 

“Our aim is to be the leading firm of independent financial advisers in the UK. This investment in our business is another significant step towards achieving that goal.” 

“The fact Chase de Vere has selected iO as its operating system is testament to the strength and breadth of the package" says Nick Eatock, Intelliflo's executive chariman. "Its functionality is a major draw, as is its track record in driving business efficiencies. It’s also designed to provide forward-looking advice firms with the sophisticated digital services that their clients are increasingly demanding.”

    

Intelliflo news