TechnologyFeb 22 2023

Intelliflo becomes Brooks Macdonald’s advice tech partner

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Intelliflo becomes Brooks Macdonald’s advice tech partner

Brooks Macdonald Group has chosen Intelliflo as their new technology partner for financial advice. 

As part of the group’s growth plans, it was looking for an integrated, scalable, and easy-to-manage business management solution. 

Intelliflo said after a thorough market scan and evaluation process, the group chose them. 

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 partnership comes after Brooks Macdonald’s purchase of UK-based independent financial adviser, Androit Financial Planning, in September 2022, and Integrity Wealth Solutions Limited in May 2022.

Philpot said: “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.”

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 acquired in the future.

Nick Eatock, chief executive officer at Intelliflo, said: “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.” 

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