Bringing you live news and features since 2006 

Newell Palmer implements Intelliflo Intelligent Office


IFA firm Newell Palmer has selected Intelliflo’s Intelligent Office (iO) suite of software to help it streamline its business operations as it continues to expand across the West Midlands.

Established over 20 years ago, Newell Palmer is one of the fastest-growing IFA firms in the West Midlands, having acquired over 40 IFA firms over the past 15 years.
Ranked as the 49th largest financial adviser firm in the UK by a Financial Times survey in November 2016 and with around GBP1 billion of “on platform” assets under management, Newell Palmer is giving 32 advisers and over 60 support staff access to the iO tools across its Wolverhampton, Bromsgrove and Nuneaton offices.
Fenella Bayliss, operations director at Newell Palmer, says: “The capabilities offered by iO will help us to streamline our processes, focus on enhancing our customer experience and allow us to acquire additional IFA businesses. Having a web-based system that offers multiple services is exactly what we need to enable us to build the business over the coming years.”
Nick Eatock, Intelliflo’s executive chairman, says: “Newell Palmer is a highly successful and growing business and we are delighted that the management team has chosen iO to streamline functions across its many operations. The firm’s strategy of growth through acquisition makes the automation of ‘best practise’ functions critical to the smooth running of the organisation in a cost-effective way. I know they did extensive research into the sort of software that would meet their needs as they continue to grow and it’s heartening that iO came out on top.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by