Chase de Vere upgrades to Intelligent Office operating system

The advice firm said it decided to opt for Intelliflo's Intelligent Office system following 12 months of researching the market. It had been convinced by the functionality and user-friendly interface, Chase de Vere director of IT Bob Kelly said. He said: "In terms of back office functionality, we no longer have to manually input client information when working with providers, it's more automatic. We're able to bulk-down information." Valuations, Kelly added, would also be easier to produce on the new system while for advisers research tools would be more integrated and client lette...