Our solution is easy-to-use and will help you from enquiry stage all the way through to commissions and ongoing administration. Every stage in-between is comprehensively covered.

Since the system can be accessed via the web from any location, this keeps your initial and ongoing costs to a minimum. No computer servers, filing cabinets, maintenance, upgrades, complete backup of both data and files and so on. We cover all of this within our monthly licence fee. No other systems does this for you.

So what is covered?

• Opportunity Management
• Lead Management
• Fact Find – pre-populates from the back office system to save re-completing a blank fact find.
• Diary
• Task Management
• Event List
• Workflow
• Compliance Risk Based Automatic File Checking
• Commissions via EDI - that actually works
• Automated Commission Reconciliation - up to 98% matching against plans and fees
  within the system
• Outlook Integration
• Full Document Management and file storage
• Portfolio Reports
• Electronic Valuations
• Mortgage Tracking
• Fund Research
• Price Feeds
• Client Needs Analysis Reports
• Portfolio Construction Tools
• Integrated Electronic Applications
• Integrated Quotes
• Management Information (M.I.) and KPI

...these are just some of the core functions available with Intelligent Office