Intelliflo - Online adviser software

WHIreland announces roll out of Intelliflo to enhance its service for wealth planning clients

By Miles Reucroft
Nov 22, 2016 9:00:00 AM

WHIreland has taken the next step in enhancing its offering by selecting Intelliflo’s Intelligent Office solution for its wealth planning team. WH Ireland Wealth Planning provide tailored independent financial planning advice. 

Following the appointment of SEI in June, this demonstrates a further commitment to meeting the changing needs and demands of Wealth Planning and Wealth Management clients and aiming to address future regulatory changes and requirements. 

Intelliflo, who provide web-based technology for the UK financial services industry, will provide WHIreland with a platform that can fully support its business processes and future innovations as well as further enhancing the high level of service already provided to clients. 

At a time when clients are facing ever more complex financial planning needs following changes in pensions legislation, the increasing importance of Inheritance Tax planning and potential concerns over the impact of Brexit, enhancing clients’ ability to review and receive up to the minute portfolio updates via a fully integrated platform is a natural next step. 

Christy Morrison, head of wealth planning commented, “As the requirements of our clients’ evolve it is essential that we are able to provide easily accessible and tailored services to assist them in meeting their personal goals. Intelliflo are at the fore front of technology in this ever-changing UK financial advice industry, and we look forward to our partnership which will further enhance our clients wealth planning experience. This relationship, in addition to our recently announced contract with SEI, underlines our commitment to our clients needs and is helping us ensure we can continue to deliver the highest level of service to our current and future clients.” 

Nick Eatock, executive chairman at Intelliflo commented, “We are delighted that WHIreland has selected Intelligent Office to help them improve their business functionality and deliver even higher service levels to their clients. Services such as our Personal Finance Portal (PFP) puts sophisticated web-based technology at the finger tips of advisers and their clients, enabling them to interact with their finances at all times and in a way that is convenient for both.”