National IFA network IN Partnership has selected IntelliFlo’s Intelligent Office solution to provide its back-office technology.
IN Partnership says its decision to move to Intelligent Office was driven by a need to streamline its processes through a pure web-based offering.
It had previously used CCL Software.
Group chief executive Kevin McDonagh says the firm considers IntelliFlo's solution to be the most comprehensive technology offering in the market place.
"Changing technology providers is a huge undertaking so there were concerns over consistency and data migration," he says.
"However IntelliFlo seamlessly guided us through this process and our clients now benefit from the most adaptable and forward-thinking web-based technology solution available."
IntelliFlo's chief executive Nick Eatock says: "As Intelligent Office is 100% web-based, one live version is available to all of IN Partnership's members, giving them immediate access to time and business efficiencies such as automatic commission matching and independent fund analysis."
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