Valuations
- Direct links to providers allows advisers to obtain quality information due to the web based nature
- Automatically brings back funds, holdings, prices, values removing any manual input creating greater time efficiencies for the advisers
- Unique ability to schedule valuations with a choice of frequency offering huge time savings
While most software vendors within the financial sector offer some type of electronic valuation functionality, the capabilities can vary enormously in respect of ease of use, how they work and what information can be received.
We partner with some of the market leading providers in the industry. You will find the Intelligent Office valuations process is both simple and efficient and achieved literally within a few seconds.
You can request ad-hoc valuations as you need them and reduce the administrative burden further by scheduling valuations for dates that suit you as well as apply for bulk valuations.
We have links with over 30 providers with more in the pipeline. If there are other providers you would like us to partner with, in addition to the ones below, please let us know.
| Aegon Scottish Equitable |
Cofunds |
Novia |
7IM |
| Ascentric |
Elevate |
Nucleus Financial Group |
Skandia |
| Aviva |
Fidelity FundsNetwork |
Prudential |
Skandia Inv Solutions |
| Axa Wealth |
Friends Life |
Raymond James |
Sterling |
| Brooks MacDonald |
Friends Provident |
Sanlam |
Standard Life |
| Canada Life |
Legal & General |
Scottish Life |
Transact |
| Citi Quilter |
Liverpool Victoria |
Scottish Mutual |
Zurich |
| Clerical Medical |
Margetts |
Scottish Widows |
|
IntelliFlo is unique in automatically receiving the following comprehensive information directly from the providers:
- Fund Name
- Sector /Category
- Units /Holding
- Unit Date
- Price
- Price Date
- Value
- Growth Percentage
- Growth Value
- Holding Percentage
As a web-based solution, Intelligent Office 2.0 acquires information quickly and automatically pre-populates client records for you. This information simultaneously feeds into the client Portfolio Reports as well as the Management Information suite. You can then give clients access to the data via your branded Client Portal.