UK-based wealth manager M&G Wealth Advice has chosen intelliflo as technology partner to support its expansion strategy.

Through this partnership, M&G Wealth Advice aims to provide improved intuitive interface to its advisers to enable simpler financial planning in shorter duration.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Enter your work email
First Name
Last Name
Company Name
Job title *
Phone number *
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Recently, the company revealed its plan to increase the number of its adviser from the existing 400 to 1,000 within the next five years.

intelliflo chief executive Nick Eatock said: “We see M&G Wealth Advice as a key strategic partner in the UK; they’re a business looking to invest in future growth and share our purpose of widening access to financial advice.

“We both firmly believe that using technology to best effect can make a huge difference to the success of an advice firm.”

Intelliflo, which provides intuitive software solutions for the financial services sector, currently serves around 30,000 advisers.

M&G Wealth Advice partnership director Tom Hegarty said: “We’re pleased to partner with intelliflo, which will enable our business to continue to innovate and scale.

“This partnership will give our advisers and their teams a more intuitive interface, making the delivery of full financial planning more straightforward and less time-consuming.

“The switch to intelliflo will provide us with a flexible and extendable advice technology solution enabling further innovation and integration to our wider eco-system.”

Hegarty was quoted by Money Marketing as saying that M&G Wealth Advice had planned to achieve a threefold growth in its business.

In January this year, M&G Wealth Advice announced that it had bought a minority stake in digital investment specialist Moneyfarm in order to deliver investment services to its customers in the UK.