For Tied and Multi-Tied organisations, efficiency and quality of service are the key differentiators. Intelligent Office is fully configurable to a multi-tie organisation allowing different products and providers to be integrated into the main operation. What's more this is live functionality in use by some of the most successful multi-tied organisations in the country.

Best-of-breed tools are also delivered to the advisers:-

• Comprehensive Fact Finds
• Opportunity Management
• Financial Planning Tools
• Electronic Valuations and Portfolio Reporting

Intelligent Office also massively improves efficiencies in the following areas:

Commissions

• Intelligent, automated matching of all commission (including renewal) and fee types - up to 98%
• EDI interface
• Advanced loan accounts and adjustment handling
• Configurable payment rules
• Unlimited splits and payaways
• Introducer management
• Interface with mainstream accounting packages; e.g. Sage, Sun, etc
• Centralised EDI Mailbox
• OCR interface for all providers / fund managers
• Automated payment runs as often as you like
• Instant access to adviser income figures
• Integrates with electronic Bank files

Compliance

• Risk-based file-checking
• Full audit trail
• Adviser gating
• Multi-Tie Configuration
• Integrates compliance into new business process
• Fully workflow-enabled
• Complaints management
• Centralised management of reports, suitability letters etc allows for excellent version control
• Live Adviser KPI figures
• T&C Coach Management
• Product and Provider Registers
• Adviser Risk & Competency
• Adviser CPD - Training & Qualifications
• Can reduce workload by 300%

"... this has enabled us to reduce 3 days' file checking into a single day..."