intelliflo, the leading SaaS Advice technology platform for financial advisers, will be supporting M&G Wealth Advice’s growth plans as their new technology partner.
Earlier this month, M&G Wealth Advice announced their intention to boost adviser numbers from the current level of 400 to 1,000 over the next five years. To achieve this goal, and support their current propositions, they sought an innovative, robust, scalable, and easy-to-manage technology solution and, after a thorough market scan and evaluation process, intelliflo was selected as the successful partner.
Nick Eatock (pictured), CEO of intelliflo, said: “We see M&G Wealth Advice as a key strategic partner in the UK; they’re a business looking to invest in future growth and share our purpose of widening access to financial advice. We both firmly believe that using technology to best effect can make a huge difference to the success of an advice firm.”
Tom Hegarty, Partnership Director at M&G Wealth Advice, said: “We’re pleased to partner with intelliflo, which will enable our business to continue to innovate and scale. This partnership will give our advisers and their teams a more intuitive interface, making the delivery of full financial planning more straightforward and less time-consuming.
The switch to intelliflo will provide us with a flexible and extendable advice technology solution enabling further innovation and integration to our wider eco-system. As we scale our business and seek to attract new advice firms, a proven onboarding and database migration process is imperative. intelliflo have a robust migration process with the most extensive UK coverage to support our growth ambitions.”