Chase de Vere has partnered with software provider Intelliflo to upgrade its back, middle and front office systems.
The advice firm said it decided to opt for Intelliflo's Intelligent Office system following 12 months of researching the market. It had been convinced by the functionality and user-friendly interface,...
75 advisers involved in IRESS Labs
Free to download
More than 7,000 users
Hanging on the telephone
'Automate the process'
Are we rewarding the right things?
Target five colleges first
Re-platforming went well
Nearly two years after High Court appearance
Tried to work at Wesleyan