Tenet Group has signed an initial five year contract with Intelliflo for the provision of Intelligent Office to its network of over 1,300 investment and mortgage advisers.
The web-based business management system will allow Tenet’s members to effectively manage the whole advice process, as well as offering flexibility for members to bespoke it for their particular business model.
Tenet Group chief executive, Martin Greenwood, comments:
“Following a strategic review, we chose to partner with Intelliflo, a software provider proven in the wealth management space and investing heavily in the non-investment market. We wanted a system that would enable our investment and mortgage advisers to become more efficient and make their business more profitable. Intelligent Office provides an industry leading adviser experience focussed on financial advisers, with a great front end user and customer interface and a market-leading breadth of integration with third party systems.”
Wenda Field, sales director at Intelliflo comments:
“We are delighted to be partnering with Tenet to provide our Intelligent Office software to its network of advisers. Intelligent Office is a truly configurable solution for Tenet’s firms, meaning that they will have the capability to build the back-office system that they need, not just use the system which they are given.”
Tenet also welcomes a new IT and change director, Julia Elliott, previously financial advice head of business change and application development at Skipton Building Society, who will be leading Tenet’s ongoing strategic IT delivery.
