"We wanted a system that would enable our investment and mortgage advisers to become more efficient and make their business more profitable."
Tenet Group has signed a five year contract with Intelliflo to offer the Intelligent Office system to its advisers.
The system will allow Tenet’s members to manage the whole advice process, as well as offering flexibility for members to tailor it to their particular business model.
Tenet has also appointed a new IT and change director, Julia Elliott, who joins from Skipton Building Society where she was head of business change and application development.
Tenet Group's 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, commented: “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.”