Intelligent Office for Financial Advice Practices

As the fastest growing POS, front, middle and back office solution, Intelligent Office is redefining how financial advisory organisations are running their businesses.

The system is uniquely positioned within the UK Financial Services market to deliver a robust, scalable and flexible system. This allows a wide spectrum of financial professionals to successfully follow their strategies for improvements and expansion, taking into consideration regulatory issues such as RDR and TCF.

Financial advice organisations will be able to approach the future with confidence, knowing that their systems are capable of coping with the fast changing and, at times, unpredictable landscape that make up the current financial services marketplace.

Functionally Rich

Intelligent Office for Financial Advice Practices has a huge range of features relevant to POS, Front Office, Middle Office and the Back Office. Some of the integrated functionality included within Intelligent Office for Advisers includes:

Benefits to You

Centralised Service

As Intelligent Office is centrally hosted with all users accessing the same secure enterprise solution, the system can provide a truly centralised service for all members of an advisory firm or group. This ensures that all users are always working from the same live information, regardless of location.

Reduced Total Cost of Ownership

By using a SaaS based model, Intelligent Office avoids the traditional costs of hardware, IT maintenance, additional software licences (e.g. database) and support. These have been shown by Gartner Group to annually cost as much as 6 times the cost of the underlying software itself.

Functional Area

• Business Processing
• Client Management
• Client Portal
• Commissions
• Compliance & Workflow
• Document Management
• Fact Find
• Lead Management
• Management Information
• Research Tools
• Task Management
• Letter Generating
• Valuations

Related Links

• Case Studies

Useful Documents

• Executive Overview
• Critical Features

Online Demos

• Valuations & Portfolio Reports
• Suitabiliy & general letter writing
• Adviser Dashboard
• Adviser Clients Portal