The firm will use Intelliflo’s Intelligent Office system and is being led by Bob Kelly, Chase de Vere’s director of IT.
IFA firm Chase de Vere is partnering with Intelliflo to upgrade its office systems.
The firm will use Intelliflo’s Intelligent Office system and is being led by Bob Kelly, Chase de Vere’s director of IT.
Stephen Kavanagh, chief executive of Chase de Vere, said: “This is a hugely important initiative for Chase de Vere, which is why we have taken the time and effort to find the ideal partner to work with. I believe that Intelliflo is that partner.
“Working with Intelliflo and upgrading our company’s technology systems will allow us to improve efficiencies for our advisers and support staff, which will help us to provide an even better service for our clients.
“Our aim is to be the leading firm of independent financial advisers in the UK. This investment in our business is another significant step towards achieving that goal.”
Nick Eatock, Intelliflo’s executive chairman, said: “The fact Chase de Vere has selected iO as its operating system is testament to the strength and breadth of the package.
“Its functionality is a major draw, as is its track record in driving business efficiencies.
“It’s also designed to provide forward-looking advice firms with the sophisticated digital services that their clients are increasingly demanding.”
