WEALTH at work signs up Intelliflo’s Intelligent Office

By Jo Gilbey
Find me on: LinkedIn Jul 13, 2016 10:15:29 AM

WEALTH at work - a leading provider of financial education in the workplace, has selected Intelliflo’s Intelligent Office (iO) to power its extensive suite of services.

WEALTH at work helps employees to understand how to maximise the value of their workplace savings and benefits by delivering financial education tailored to the needs of individual companies, ranging from large FTSE companies to SMEs. This involves targeting different segments of the workforce to enhance employee engagement. The service is supported by guidance and advice when required.

Hailed by the London Stock Exchange in 2016 as one of the most inspiring and fast growing companies in the UK, WEALTH at work has selected iO to manage its systems across the business. It is one of 127 new business wins for Intelliflo since January 2016.

Nick Eatock, Intelliflo’s Executive Chairman comments: WEALTH at work is an impressive operation and we are delighted to be chosen to provide them with the technology to manage the business and help drive it forwards. 2016 has been a great year for us in terms of new business and with the exciting developments we have planned for our Personal Finance Portal over the coming months, we are looking forward to continuing to build our client base over the rest of the year.

Paul Morton, Investment Planning Director, WEALTH at work comments: As a client centric, fast growing business, it is important that we have robust innovative systems in place, especially in this new digital age. The move to iO will greatly enhance the client experience whilst enabling the business to improve its service and efficiencies throughout.


Financial Adviser Solutions/ Financial adviser technology/ Financial adviser software