Tenet Group has signed a five-year contract with Intelliflo to provide the Intelligent Office software to its network of 1,300 investment and mortgage advisers.
The web-based business management system allows advisers to manage the advice process and bespoke it for their particular business model.
As part of its IT overhaul Tenet appointed Julia Elliott, previously financial advice head of business change and application development at Skipton Building Society, as IT and change director.
In the new role Ms Elliott will be leading Tenet’s ongoing strategic IT delivery.
Tenet Group chief executive Martin Greenwood said: "Following a strategic review, we chose to partner with Intelliflo, a software provider proven in the wealth management space and investing heavily in the non-investment market.
"We wanted a system that would enable our investment and mortgage advisers to become more efficient and make their business more profitable.
"Intelligent Office provides an industry leading adviser experience focussed on financial advisers, with a great front end user and customer interface and a market-leading breadth of integration with third party systems."
Wenda Field, sales director at Intelliflo, added: "We are delighted to be partnering with Tenet to provide our Intelligent Office software to its network of advisers.
"Intelligent Office is a truly configurable solution for Tenet’s firms and enables them to build their own back office."