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Walker Crips chooses Intelliflo’s Intelligent Office for wealth management division

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Walker Crips Group has chosen Intelliflo’s Intelligent Office business management system to power its back, middle and front-end processes for its wealth management division. 

The FTSE SmallCap listed group delivers investment management, stockbroking, Small Self-Administered Scheme (SSAS), Self-Invested Personal Pension (SIPP) administration, RegTech services (SM&CR), and wealth management services to UK retail and intermediary clients.

Dominic Martin, Managing Director of Walker Crips Wealth Management Limited, says: “We were looking for a business management system that can drive efficiencies across our entire process and Intelligent Office meets those requirements. The fact we can link to other Walker Crips groups systems via the Open APIs is highly beneficial in terms of streamlining the services we can offer our clients.”

Wenda Field, Chief Sales Officer at Intelliflo, says: “The way Walker Crips will use Intelligent Office will really showcase the strengths the system can offer a multi-service group. The Open API facility means apps created in other parts of the group can be seamlessly accessed via Intelligent Office, saving time and increasing efficiency.”

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