Client Management
- Pre-populated data direct from the providers
- Ad-hoc, Scheduled and Bulk Valuations supported
- Provides your firm with huge efficiency benefits
- Reduces the cost of your valuations administration
- Give clients permission to obtain valuations via the Client Portal
Intelligent Office provides instant access to live information regarding your clients’ accounts, whether you need it while working locally or remotely. Clear and easy navigation will quickly help you identify key data in relation to client accounts, such as specific tasks and activities, details of financial plans and portfolio information.
Whatever scale of operation you are running, having access to client data both at an individual level and, for authorised users, from a corporate or group viewpoint, delivers valuable insight into your client base.
First, when meeting a client the adviser knows they have a fully live and up to date picture of the client’s individual situation, in respect of investment performance, the progress towards their financial and lifetime goals, and a holistic overview in respect of areas such as insurance cover. This means the adviser can meet with the client totally prepared and able to deliver the best advice.
Secondly, this level of detail can highlight where the client may have gaps in their portfolio or may require updated or specific insurance cover and so identify potential opportunities for further business with the client.
Having this depth of data instantly available delivers a third advantage, which is the ability for you to measure the effectiveness of your business.
These advantages are especially important in the RDR environment, where clients will be expecting greater value from their financial adviser to warrant ongoing fees.