IN Partnership changes technology provider to IntelliFlo

clock

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 forwar...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Can investors with ethical considerations really avoid AI?

Can investors with ethical considerations really avoid AI?

Why it's complicated to avoid AI in investment

Ian Aylward
clock 16 September 2026 • 4 min read
Anthropic rolls out Claude for US financial advisers

Anthropic rolls out Claude for US financial advisers

Has ‘ready-made’ workflows, follow-ups, CRM updates and compliance checks

Sophia Panayi
clock 15 September 2026 • 2 min read
AI models give inaccurate financial advice 57% of the time

AI models give inaccurate financial advice 57% of the time

Could cost users ‘tens of thousands of pounds’

Sophia Panayi
clock 14 September 2026 • 3 min read