Intelliflo - Online adviser software

LIFT-Financial leaves IRESS for Intelliflo

By Jo Gilbey
Find me on: LinkedIn Google+ Oct 9, 2015 12:08:00 PM

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North-West based LIFT-Financial is the latest firm to switch from IRESS to Intelliflo’s Intelligent Office (iO) specialist adviser management software.

LIFT-Financial is one of the UK’s leading firms of Chartered Financial Planners with over 50 advisers and support staff operating from offices in Altrincham, London and Edinburgh. The decision to switch was driven by the superior functionality of the iO system plus the availability of the newly enhanced personal financial hub, PFP.

Joel Adams, one of LIFT-Financial’s Founders comments: “The features available through iO are extremely impressive and we decided the time was right to make the switch. We are committed to delivering the best possible service to our clients in a way that is profitable and sustainable and the functionality and added-value features available through iO are exactly what we need to power our proposition.”

Intelliflo is seeing an unprecedented amount of migr

ation from competitors. The company has just had its best ever quarter in terms of new business, with 945 users switching from alternative systems, including 487 new users at firms moving from IRESS.

This brings the total number of new users at firms having moved from IRESS software during 2015 to over 1000, with one million end clients holding a total of two million plans being successfully migrated from IRESS to Intelliflo’s iO since 2012.

Nick Eatock comments: “We are delighted that LIFT-Financial has decided to adopt iO to help drive the business forward. We spend a significant amount of time listening to what our clients want and investing in innovation to deliver the functionality and tools that turn wishes into reality. It’s gratifying to see that this focus is paying off in terms of new clients choosing us as their management software partner.”

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For more information please contact Jo Rimmer at Redspark PR on jo@redsparkpr.com or call 07970 088383.

About Intelliflo

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 1,500 firms and 13,300 users with assets under advice of £212 billion (as at 30 Aug 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.