Wealth and investment management firm Brooks Macdonald Group has chosen Intelliflo as its technology partner for financial advice.
Intelliflo’s business management solution, Intelliflo office, is now available to all Brooks Macdonald advisers who provide wealth planning advice and will become the core solution for advice businesses the wealth manager acquires in the future.
Most recently, Brooks Macdonald acquired UK-based IFA firms Androit Financial Planning in September 2022, and Integrity Wealth Solutions in May 2022.
Leigh Philpot, director of business management at Brooks Macdonald, said: “We wanted a simple, scalable technology solution that reduces dual keying and is connected to other third-party solutions used by our advisers. It was a crucial decision in order to provide the foundations for our significant growth ambitions in private client advice.
“The switch to Intelliflo will provide us with a simplified and scalable advice technology solution enabling further innovation and integration to our wider eco-system and improving our client experience. Intelliflo have a robust migration process with the most extensive UK coverage to support our strategy.”
Nick Eatock, chief executive at Intelliflo, added: “As client demands and the regulatory environment continue to evolve, it is substantially easier for advisers to adapt and scale if they have an integrated, innovative, and easy-to-use technology solution at their fingertips. We are delighted that we have been selected as Brooks Macdonald’s technology partner as they continue to scale and grow across the country.”
