Intelliflo - Online adviser software

Intelliflo to provide business management system to Greystone Financial Services

By Miles Reucroft
Mar 17, 2017 3:54:47 PM

Greystone Financial Services has chosen Intelliflo’s Intelligent Office (iO) as its business management system following a thorough review of systems offering web-based solutions.

Neil Alexander, managing director of Greystone Financial Services comments: “Greystone is embarking on a major programme of expansion and acquisition over the course of the next few years. In preparation for that it was crucial that we adopted a web based management system that was capable of being configured for businesses which, whilst they may sit under the same group structure, could elect to work in very different ways. We were especially impressed with the inherent flexibility and functionality of iO, the ability to tailor it precisely to our needs; it really stood out from the competition in this regard. The other key factor in making the decision to change was the combination of sheer competence and enthusiasm that the Intelliflo people brought to the process. We are very comfortable partnering with them.”

Greystone Financial Services is an integrated wealth management group with chartered status, managing over £1 billion of assets for clients. It is part of Focus Financial Partners, LLC, a leading international partnership of independent, fiduciary wealth management firms.

Hamish Purdey, Intelliflo’s chief executive officer (CEO) comments: “Greystone contacted us with specific requirements and thanks to the flexibility of the iO technology and the commitment of the Intelliflo team we have been able to deliver a system that perfectly meets the brief. Choosing to transition to a web-based system will offer Greystone fantastic business efficiencies and allow them to increase their focus on delivering client goals.”