IntelliFlow, a firm supplying web-based, front-, middle- and back-office systems to financial institutions, has signed up Margetts, a boutique UK investment firm, as a client.

The integration brings the existing list of providers supported by the IntelliFlow’s Intelligent Office system to more than 30, it said in a statement this week.

Margetts will be able to obtain valuations electronically for clients’ plans. Information returned from Margetts can be used to analyse a client’s existing portfolio as part of a portfolio report and for any financial planning meetings.

IntelliFlow has reported a rise in annual turnover of 37 per cent to £8.87 million (around $14.43 million) with operating profits of £1.51 million.

“IntelliFlo has committed £10 million over the next four years into ensuring that Intelligent Office is the pre-eminent solution for advisors looking to provide the very best levels of service,” said Nick Eatock, IntelliFlow chief executive.