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Nick Rae
Integration Proposition Manager 
Intelliflo Ltd
Profile details
JOB TITLE
Integration Proposition Manager
COMPANY NAME
Intelliflo Ltd
LOCATION
Richmond, United Kingdom
EXPERIENCES
Intelliflo Ltd
Integration Proposition Manager
Wimbledon, United Kingdom
October 2022 - Present
Intelliflo (www.Intelliflo.com) has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based practice management software, Intelligent Office, is the most widely used by new UK financial advisers* and helps financial businesses large and small to improve efficiency and increase profits. Intelligent Office supports over 2,300 firms and over 21,250 users with assets under advice of £379 billion (as at 1 July 2018). Intelliflo was named Best Technology Provider 2017 and 2018 at the Professional Adviser Awards and Best Back Office System 2017 and 2018 by Professional Paraplanner magazine. ISO27001 accreditation assures advisers that their data is safeguarded within a high quality security management framework.
7IM
Proposition Manager
November 2013 - October 2022
Platform Relationship Manager
March 2011 - November 2013
Coworkers
| FULL NAMES | JOB DESCRIPTION | COMPANY | LOCATION | PHONE NO. | ||
| Nick Rae | Integration Proposition Manager | Intelliflo Ltd | Richmond, United Kingdom | n***@intelliflo.com | +44 *** |