Case Studies

Hargreaves and Jones Limited

Hargreaves & Jones Limited is a Surrey based financial advisory firm which commenced trading in June 2007. We are directly authorised by the FSA and will continue to be so post 31st December 2012. Our company comprises two directors, one Client Services Manager, one full time administrator who carries out all of the firm’s administrative processes including, business processing, commission reconciliation and maintaining the management accounts, and one part time data administrator, who deals with e-filing and all of our other data management needs.

"For the price of an ‘off the shelf system’ you get a level of configurability that makes it more akin to a bespoke system."

Partners Wealth Management

Partners Wealth Management LLP (PWM) is a privately owned and wholly independent financial planning boutique, located in the heart of the City of London. With a £2m turnover and 10 registered individuals, PWM specialises in formulating and delivering bespoke financial planning and wealth management strategy solutions to the discerning city professional market.

"We know where we are at. The system is connected - plans to remuneration generated, remuneration to advisor, plans to valuations, valuations and plans to MI. Technology providing the gift of time."

Beacon Asset Management

Adapt to survive! Given market conditions all IFA’s need to adapt a strategy to survive, Beacon Asset Management’s philosophy of putting the client at the centre of it’s proposition has proven and continues to be extremely successful.

“IntelliFlo with their experience ensured that our transition was the success it has proven to be today.

Foster Denovo

Foster Denovo began trading in November 2005 and seeks to provide advice on personal finance to mass affluent and high net worth clients exclusively through its advisers, referred to as Partners.

“We chose Intelligent Office because it offers the range of features and level of service that we require, is simple to use and represents excellent value for money.”

In Focus

In Focus Asset Management is a regional IFA with 7 advisers and has grown rapidly in the last year. The major reason for the increase in advisers working with the company is due to the services offered to both advisers and their clients.

“Overnight, our management of work was transformed giving the advisers tools to run their clients’ needs more efficiently whilst also allowing me to ensure that bottlenecks were resolved quickly ”

Sense

Sense commenced trading in May 2007 with a fresh and innovative approach to the IFA Network model. The business is built on fundamental principles of value for money and quality of delivery, and provides a comprehensive range of services to help IFA firms operate efficiently, profitably and compliantly.

“We had the opportunity to embrace the UK’s industry leading web-based system from outset. This offers our members a multitude of benefits over the inflexible traditional options”

Ritchie Salkeld

Ritchie Salkeld, Senior Partner of Ritchie Salkeld & Co LLP, manages a small IFA company in West Sussex with one part time support/administrator.

“The ability to migrate data from 1st has resulted in a cost saving of six months work...”

Croesus Financial Services

Prior to the introduction of Intelligent Office (IO) we had a very basic database (Fairs) which could not have been used to power a service proposition which has several levels.

“IO drives our service proposition and allows us to say to clients that not only do we promise a service but that we can deliver on it. This is what makes us different..”

Independent Financial Strategies

Clark Gillone is a trading name of Independent Financial Strategies Ltd. Clark Gillone Financial Services Ltd commenced trading in 1991 to provide the highest standard of independent financial advice, our aim being to deliver a comprehensive range of services.

“Intelligent Office was by far the best choice of system from our research of the market place. We are now fully embedded with IntelliFlo which has provided us with huge efficiencies within our business.”

Midland Independent Financial Services Ltd

Midland Independent Financial Services Limited is an advisory firm located in Cannock, Staffordshire and was established in 1994. Our client bank consists of a wide spectrum of private clients together with an increasing number of corporate clients. We advise mainly on pensions, investments, estate planning, mortgages and life assurance.

"IntelliFlo has provided us with an innovative solution to our back office system needs and every member of the Midland Independent Financial Services team understands the benefits it produces both for our business and our clients. Having worked alongside similar companies, we consider that the level of customer service we receive is second to none. It is a pleasure to be working in conjunction with such a professional forward thinking company. "

Legal and Medical

Legal and Medical investments Limited are a specialist IFA, based in the South of England and Wales, providing financial planning for doctors and dentists. The company has seen gradual growth over the last 10 years, with future plans to grow our advisory force from its current adviser count of 18.

"intelligent office has been a positive force in almost all aspects of our business "

Lloyd & Whyte

Lloyd and Whyte are an Independent Financial Advisory practice with knowledge of, and have access to, the entire market place. So, whether our clients are looking for a full financial review, brief mortgage advice or anything in between, we will deliver a friendly and thorough service that empowers them with all the information required to make an informed decision.

"Intelligent Office has provided a positive enhancement to our business, improved our efficiency and our record keeping methods "

Edinburgh Risk Management

When moving from one back office solution to another, data migration is a key area in defining a successful transition. Will the data from your current system be displayed the way you want it to display and most importantly will it import at all? These are very real questions which IFAs face.

"IntelliFlo employ experts to answer any questions you have and the more data migrations they handle, the more their collective knowledge base expands "

Capital Tower

We have been providing financial advice to individuals and businesses since 1989. During this period, we have employed a number of qualified professional advisers, all operating within the same high company standards of integrity and transparency.

"Intelligent Office has provided a positive enhancement to our business and improved the service that we offer to our clients"

Wellington Financial Management

When Wellington was formed in March 2006, we made the decision to use IntelliFlo as our back office provider. One of the main reasons was that it was a web-based system so we did not have the responsibility of backing up vast amounts of client data. We also use the scanning facility to scan all documents onto the system.

"Without our client data being backed up remotely by IntelliFlo, I do not think that Wellington Financial Management Limited would be here today."

CDG Financial Services

Formed in 1997, CDG Financial Services Limited have a combined adviser experience of 50 years across a broad spectrum of financial areas. Working with both individuals and at a corporate level we are committed to delivering impartial advice whilst at the same time ensuring transparency. Our approach to giving advice is in the simplest format; understand where you are, understand where you want to be and then formulate in conjunction with you, a road map to get you where you want to be.

"The commissions module and electronic valuations alone have reduced our time spend significantly."

Jones Sheridan

Based in the borough of Crewe and Nantwich, we are celebrating 25 years of providing Independent Financial Advice, delivered through experienced professionals and supported by leading edge technology. In 2008, as another milestone in the development of the company, we moved to new offices at Datum House on Electra Way, Crewe.

"It is now 12 months since we switched to IntelliFlo and we haven’t regretted for a moment the move we made. We started with our expansion plans in March this year with the purchase of a small IFA practice. Within a month the new clients were migrated into the system and part of the Jones Sheridan process. This has shown the true strength of what IntelliFlo can do and gives us the confidence that purchasing future businesses can be reasonably seamless with the help of IntelliFlo."

Howard Wright

Howard Wright Ltd, Independent Financial Advisers, have been specialising in financial planning for both individual and corporate clients for over 80 years. We pride ourselves on our reputation, our truly independent status and the level of service that we provide. Our aim at Howard Wright is to build long term relationships helping our clients to achieve their financial expectations and goals.

"One of our major fears was data migration. How were we going to move many years of data stored within our existing system and how easy would the transition be? These fears were quickly put to rest; data migration could not have been easier."

Invest Southwest

Invest Southwest is an IFA practice based in the centre of Taunton in Somerset. We advise on different financial areas from mortgages, investments, protection through to retirement options and wills. We aim too offer the best possible advice to our ever growing client bank as we have vast experience within the industry to enable us to achieve this.

"We had used 1st Software and True Potential before and neither of these systems delivered the level of functionality we required."

Balfour Financial Management

Balfour Wealth Management was formed in December 2005 with the aim of becoming a ‘comfortable’ community of like-minded advisers. With a central office base in Edinburgh and five remote locations (ranging from Carlisle in the south to Thurso in the extreme far north) a variety of communication media and sharing of ideas has been central to our continued development.

"I have every confidence in the system. I can’t recall a time over the last four years where we did not have full access other than on the occasional overnight upgrade which was notified well in advance"

Questa Financial Services

Questa Financial Services was formed by long-time associates Anthony Hoskisson Cert PFS and Andrew Davidson Dip PFS in February 2007. Our vision has been to create a philosophy that sees us offer the definitive service to personal and corporate clients.

"As an adviser I would much rather see clients than have to work on the computer. IntelliFlo have built a system that is easy to understand and use."

Orkney IFA

We are qualified, professional, Independent Financial Advisers specialising in pensions, protection, investments, wealth preservation and mortgages - including equity release and home reversion plans, bridging loans and other types of loan including Commercial and Agricultural loans. Achieving a standing in the local community as the place to seek professional unbiased advice, has been our objective since the inception of our business.

"Without doubt, adopting Intelligent Office into the firm has allowed us to develop our business in a more professional manner, enabling us more time to spend with our clients and offer the level of service we have always aimed for."

MD Financial

MD Pension Solutions are a firm of FSA regulated independent advisers based in Bournemouth, although we deal with clients throughout the UK. We are also part of the Mint Financial Planning Network of Financial Advisers, one of the most respected names in the modern world of financial services.

"I am delighted with our new system. It offers us the opportunity to add to our professionalism in many ways. The support we have received has been first class."

Keystone Financial Ltd

Keystone Financial Ltd started trading in 2009 and is a collective of independent financial advisers based in Shrewsbury. At Keystone Financial Ltd, our aim is to protect and enhance our client’s wealth, through advice that is tailored to suit their personal circumstances and needs.

"With providers knocking on our door every day telling us that we should put all our clients on their platform and use their model portfolios to make each client cost effective, we love that we can just show them our back office system and ask what they can do that this can’t! Intelligent Office has meant that we are all close and know what each other is doing even though we live and work in different corners of the UK."

Lee Associates

Lee Associates Financial Ltd are a small family firm, but are still one of Cambridgeshire’s larger Independent Financial Advisers, providing financial advice to both individuals and to the corporate sector. Our qualified Advisers, both male and female, offer face to face advice and in turn, are supported by a dedicated and experienced administration team. Our whole team has over 200 years of knowledge and experience between them.

"IntelliFlo, like Lee Associates, is always moving forward, looking for better ways to enhance both our business and our client servicing."

Essential Money

Essential Money work exclusively with dentists and orthodontists throughout the UK with clients from their early 20s right through to retirement and offer a full range of services including financial planning. We’ve been working with dentists for many years and would like to think we’ve earned an excellent professional reputation for the individual service we offer to our clients.

"Intelligent Office is great - our office administration is significantly more robust and professional than before."

Tancreds

Tancreds Ltd is composed of a team of Independent Financial Advisers and experienced Administration staff based in Peterborough. Our professional advisers specialise in Insurance, Pensions, Mortgages, Life Cover and Investments & Savings.

"Intelligent Office has enabled us to prepare the business model for the post RDR world."

Jacksons Financial Planning

Our aim was to find a system that included cohesive CRM, Compliance, Accurate Client Reporting and the ever important fee/commission reconciliation. This functionality was key in our decision making process as this would make our business processes run more efficiently and save us fundamental time in the future.

"The net-native basis of Intelligent Office has meant that our advisers can access their client data anywhere, without the need for a slow VPN connection."

Concept Financial Planning

Since Concept’s formation in 2007 we have been using Intelligent Office. This partnership for our back office system has been and continues to be, a very positive decision with the RDR implementation pending. The changes that are forecast for the profession are far reaching and with IntelliFlo we can be sure of a solid position into and beyond 2012.

"We have adopted IntelliFlo’s Intelligent Office system into the heart of our operation so we put as much information within it as possible as we know the system is only as good as the information inside it."

threesixty

threesixty is the fastest growing quality support provider in the Financial Advisory market with 250 member firms representing over 1,200 advisers throughout the country.

"Because Intelligent Office is entirely web-based it means that we have been able to dramatically reduce the amount of time spent travelling which allows us to offer a much higher quality of service at a more sensible cost compared with our competitors."