The only way to see how Intelligent Office (iO) can improve your business management and back office functionality, is to see how our system works for yourself!
Our team of iO experts can provide no obligation demos over the internet, in your offices or in ours. Your demo can also be tailored to your particular areas of interest – if you’re concerned about how suitability reports and valuations can be done in iO, we can show you. If you’re concerned with how your data will be handled, we can show you.
As an overview of what we can cover for you, though, our demos cover what iO is and the benefits of utilising a web based business management system, as well as:
- Lead management
- Fact find and letter generation
- Quote sourcing
- New business processing
- Valuations and suitability reports
- Fund analysis
- Compliance reporting including RMAR
- Income reconciliation
- Management information
- Personal Finance Portal
If you’d like to hear more, leave your details with us on the right hand side and a member of our team will be in touch shortly.