Independent Financial Advisers (IFAs)

 

IFAs come under a great deal of scrutiny in today’s market place. Whilst continuing to provide a quality service to your clients through advising and servicing, you also need to ensure you are keeping abreast of regulatory issues such as TCF and RDR. Ensuring you have the correct tools to do this is vital and add to this the time saving benefits of a quality POS, front, middle and back office system, can you afford not to invest in future proof technology?

In light of these industry issues, IntelliFlo can bring multiple benefits to you by:

• reducing your costs from both an IT perspective and a multitude of time saving functionality
• providing a web based platform granting you full remote access, anytime, anyplace
• offering your client’s access to their own Customer Portal
• automating your commission and adviser charging process via electronic reconciliation
• configuring your own compliance processes in accordance with your business structure
• provide holistic portfolio reporting with market-leading scheduled electronic valuations
• ensuring you continually remain one step ahead of any regulatory demands

Related Links

• Contact Us
• Intelligent Office for IFAs
• Consultancy
• Case Studies
• IntelliFlo E-Magazines

Useful Documents

• Case Study – Foster Denovo
• Executive Overview
• Critical Features
• Commissions
• Data Storage

Online Demos

• Valuations & Portfolio Reports
• Suitabiliy & General Letter Writing
• Adviser Dashboard
• Adviser Clients Portal