Wealth manager Walker Crips has partnered with Intelliflo, a “software as a service” company for the IFA industry.
The wealth manager will use the fintech’s intelligent office business management system to power its back, middle and front-end processes for its wealth management division.
Dominic Martin, managing director of Walker Crips Wealth Management Limited, explained the firm was looking for a business management system to “drive efficiencies across [its] entire process and Intelligent Office meets those requirements.”
He added: “The fact we can link to other Walker Crips groups systems via t...