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Financial Advice Firm Invests in Customers with Intelligent Office

The RU Group has invested over £140,000 in new IT infrastructure to improve client experience and streamline operations across its four business units. 

Nottingham headquartered wealth management firm, The RU Group, has invested in new IT infrastructure, Intelligent Office, to improve client experience, streamline practice management and bring all its complementary and associated businesses onto a single platform.

Ian Browne, Head of Advice at The RU Group explains:

“In this digital age we need to be able to engage with our clients in the way they want to interact with us in order to remain a progressive, modern advice firm. By implementing Intelligent Office, we can continue to deliver the kind of unparalleled service our clients have come to expect and offer the flexibility of round the clock access to data for our advisors.

“Making this investment brings the different business units together and gives advisors a single view of client data, to be able to offer an improved, all round service. The new system also gives clients access to their own Personal Finance web portal where they can view their account, check the performance of their portfolio and receive news and updates from The RU Group.”

Delivering a sophisticated and fully compliant back office system, Intelligent Office (iO) is a complete technology ecosystem which integrates with key fund managers, product and tool providers in the UK financial services market. It provides multiple features and capabilities which connect all practice functions into a cloud-based ‘one stop shop’, helping create efficiencies, manage risk and deliver superior customer service. 

The investment into Intelligent Office is the latest in a series of strategic decisions made by The RU Group, which has seen it strengthen its Nottingham and Sheffield offices with new employees, including a Head of Client Services and Operations and a Compliance Manager and undertake a group wide re-brand, including a soon-to-be-launched new Group website.

Comprising of Russell Ulyatt Financial Services, Shevill Parkes Financial Advice, Greenhalgh Financial Services, Hart Shaw Financial Planning and Channack Ross Pension and Trust Specialists, The RU Group, which has roots in financial advice dating back over 135 years, officially formed in 2017.

In 2018, the Group recorded record increases in both turnover and profit and currently has over £500 million in private wealth under management in its model portfolios and investment propositions.


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