Intelliflo, the market leader in back-office software for financial advisers, today announced a new sales team structure to support its continued growth in the UK.
Intelliflo, the market leader in back-office software for financial advisers, today announced a new sales team structure to support its continued growth in the UK.
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.
Sanlam UK, part of the global Sanlam Group, has selected Intelliflo’s Intelligent Office solution.
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.
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.
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.
