Intelliflo - Online adviser software

Intelliflo’s Intelligent Office is first choice for two new firms

By Jo Gilbey
Find me on: LinkedIn Google+ Jan 11, 2016 10:00:00 AM

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Bristol-based Grosvenor Consultancy and Midlands-based MPA Financial Management have signed up to use Intelliflo’s leading management software for financial advisers, Intelligent Office.

Both firms employ over 25 staff and each manages over £200 million on behalf of clients.

Founder and Managing Director of Grosvenor Consultancy, Ben Olson, comments: “We carried out extensive research into which system will offer us the best functionality to enable us to achieve greater overall efficiency and Intelligent Office was the clear winner. We are looking forward to moving the team over to the system in the New Year.”

Phil McGovern, Managing Director at MPA Financial Management, which was established in 1988, is impressed with the range of benefits offered by Intelligent Office. “As a firm with Chartered status we pride ourselves on the high quality of the advice we give to our clients. Having access to the services available through Intelligent Offices will enable us to continue to develop our offering in cost efficient way to the benefit of our clients and our own bottom line.”

Wenda Field, Intelliflo’s Sales Director comments: “Both the Grosvenor Consultancy and MPA Financial Management have recognised the benefits to their business of adopting the Intelligent Office system and I am confident it won’t take long before they reap the rewards. The beauty of the system for firms of this size is that all activity is streamlined, with everyone having 24/7 access to centralised information and a reduced need to rekey data for clients.”

Notes to Editors:

Intelliflo (www.Intelliflo.com) has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based business management software, Intelligent Office, helps financial businesses large and small to improve efficiency and increase profits. Intelligent Office supports over 1,600 firms and 14,650 users with assets under advice of £243 billion (as at 31 December 2015).

In July 2013 HgCapital, a leading European private equity investor in B2B technology companies, became a majority shareholder in Intelliflo Ltd. HgCapital has a wealth of expertise in developing web-based software businesses and is committed to supporting the next phase of Intelliflo’s growth.

In March 2015 Intelliflo was listed among the top 25 best performing privately owned technology companies in the UK mid-market. The list is compiled by Megabuyte’s independent and highly-regarded research team and is based on financial performance and long-term potential.