TMA Club has entered into an agreement with Intelliflo, a supplier of business management software for financial advisers, insurance and mortgage brokers.
The new relationship will see all TMA Club members given the opportunity to access Intelliflo’s ‘one-stop-shop’ product Intelligent Office (iO), which enables advisers to manage all client and provider data within a single technology eco-system.
Intelliflo’s cloud-based software is built specifically for financial intermediaries and provides front, middle and back office system integration. Itis designed to make it easy to comply with all necessary regulations, including GDPR.
Rob McCoy, senior product & business manager at TMA, said: “When it comes to technology, we know that our Directly Authorised members want a variety of choices and options suited to their business requirements.
“Most importantly they are looking to simplify the sales and record keeping process, providing them with more time to do what they do best – serving customers and fulfilling their financial planning needs.”
Nick Eatock, executive chairman at Intelliflo, added: “I am delighted that TMA Club has chosen to partner with us so that Intelligent Office can help its members turbo drive their business ambitions.
“Our software is designed to automate many of the processes that brokers find time consuming, so they have more time to focus on developing business that earns revenue.”