The wealth manager confirmed in a statement on Tuesday that it would be utilising Intelliflo’s Intelligent Office suite of software as its new client relationship management system.
The newly forged partnership with Intelliflo will support the further expansion of TMI’s wealth management division, explained chief executive Hugh Titcomb.
The investment management business, owned by insurance and professional services provider Thomas Miller, has amassed total assets under management of £3.5bn in the 25 years it has been operating.
Currently, it has wealth management teams stationed in London, Birmingham, Southampton and the Isle of Man.
Titcomb said: “We have ambitious plans for the development of our wealth management business and our decision to partner with Intelliflo for our new client relationship management system reflects the breadth of functionality offered by the iO system and the strong level of engagement offered by the Intelliflo team.”
