Intelliflo - Online adviser software

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

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. 

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Sanlam UK, part of the global Sanlam Group, has selected Intelliflo’s Intelligent Office solution.

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Intelliflo is pleased to announce that Mazars Financial Planning Ltd, part of the Mazars Group, has chosen Intelliflo’s Intelligent Office (iO) as its business management system.

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By Jo Gilbey • Feb 1, 2016 10:04:31 AM • Intelliflo news

Not all advisers think a relaxation in the regulations around commission is a bad thing, according to a survey carried out by adviser management software company Intelliflo.

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By Jo Gilbey • Nov 18, 2014 2:07:00 PM • Intelliflo news

Intelliflo today announces the appointment of Hamish Purdey as CEO, with Nick Eatock moving up to the role of Executive Chairman, effective from 17 November 2014.

Hamish Purdey has a strong background in the global financial services software sector, having most recently served at FFastFill plc, SaaS provider to the global listed derivatives community across front, middle and back offices. He was CEO at FfastFill plc from 2009 through to 2013, over which period the company grew from a market capitalisation of £28m to £110m.

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By Jo Gilbey • Mar 20, 2014 8:36:00 AM • Intelliflo news

28 January 2014

After a thorough review of the technology available, Legal & General Network has chosen Intelliflo’s Intelligent Office as the new Point of Sale (PoS) solution for its Appointed Representatives (ARs) and Directly Authorised (DAs) members.

Intelligent Office (iO) is an award winning, web-based system from Intelliflo that is used by over 1,100 firms and 10,500 users.  Five of L&G’s partner firms have been involved in the development of this project from its inception, to ensure that the solution and the training required exactly fits the needs of L&G’s distributors.

This move follows the successful roll out of the system to their wealth sellers in December 2012.

This investment in Intelligent Office will not only have an immediate and positive impact on Legal & General Network’s ARs in terms of the functionality that it offers, but will also ensure that the provider’s  systems have been optimised for the launch of the Mortgage Market Review (MMR) in April.

Simon Maskell, Proposition Director, Legal & General Network, said:

"The move to Intelligent Office represents the biggest investment we've made in a single initiative since the Network launched back in 2004, and is a key element of our commitment to ensuring that Legal & General Network’s distribution network is the strongest in the market.

“Our intention is to lead the market by launching this new point of sale system from Intelliflo that gives a great adviser and customer experience.  Much of the design for this project has come through direct feedback and input from our adviser partners.  As a result, we're confident that its launch will support our clear growth strategy and enable us to manage our joint regulatory obligations more effectively, complete with clear and robust audit trails as the number of advised sales begin to rocket post-MMR.”

Dave Chessell, Chief Commercial Officer,  Intelliflo, says:
 
“Having a flagship mortgage market client like Legal & General Network is further proof of the advanced functionality that Intelligent Office can provide. As the MMR draws closer, it will be vital that advisers have easy access to the tools they need to manage their customers and report on activity effectively.  Intelligent Office will not only satisfy both of these requirements, but will also enable greater efficiency and productivity in a compliant way.”

The full migration from Legal & General Network will take place between December 2013 and March 2014 with over 70 residential courses taking place all over the country.
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By Jo Gilbey • Mar 20, 2014 8:35:00 AM • Intelliflo news

14 January 2014

Intelliflo, a leading provider of web-based business management software for the financial services marketplace, has announced that John Penn has joined the team as Head of Mortgage Proposition.

In his new role, John will be responsible for creating and growing Intelliflo’s mortgage business in the run up to the Mortgage Market Review (MMR) and beyond. Intelliflo’s Intelligent Office (IO) software is an award winning, web-based solution designed to optimise advisers’ and providers’ systems ahead of the launch of the MMR in April and meet the ongoing needs of the mortgage market.

John has 30 years’ experience in the financial services sector, having previously worked in debt consolidation, underwriting, business development, national account management, sales management, and mortgage software products.
Prior to joining Intelliflo, John developed exclusive products for networks, packagers and large brokers in his roles for building societies and specialist lenders. As Amber Home Loans’ national key account manager, he established a successful key account panel and represented Amber on the IMLA executive committee.

Dave Chessell, Chief Commercial Officer, Intelliflo comments:

“It’s fantastic to have John on board. The mortgage market is an extremely dynamic sector and one that is a key focus for us going forward. 2014 promises yet more changes to the mortgage landscape, but with the experience and knowledge that John brings to the team we are confident that we can effectively meet these challenges and the needs of our clients”.
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