Intelliflo - Online adviser software

Client stories

Baggette & Company

baggette&company.jpg

Client profile

Baggette & Company Wealth Management Ltd is an independent financial advice business, providing advice to private and professional clients. We are a long established firm and are one of a very few Chartered Financial Planner firms in the South of England. We currently have more than £100m funds under administration.

A great data migration experience

We moved to iO from Adviser Office in early 2015 and as part of the data migration process undertook some additional data cleansing. We had significant amounts of historical data plus data from a new adviser joining the business which we wanted to include within iO.

During this period we put in a lot of effort to ensure the accuracy of all the data being moved across so that we could completely rely on it in for all purposes within the new system, for example, accuracy of our client valuations as well as the peace of mind of knowing that correct figures are fed through to our RMAR reports. The process was much smoother than we initially thought as we were able to export the data out of the existing systems to an excel spreadsheet, make the changes and then bulk upload all the cleansed data into iO.

Using iO to automate just these two aspects of our business has already saved us significant amounts of time. Once we have mapped all of our processes and automated them using iO, we are confident that we will realise considerably more cost and time savings.

Exceptional service and support

Since signing up to iO, we have been impressed with the level of service and expertise demonstrated across all of the various Intelliflo teams - all staff know iO incredibly well. The data migration process was straight-forward. The training was perfect, always consistently-delivered and tweaked to our particular needs when we wanted it. On the few occasions when we’ve used the Help Desk, they have been brilliant and our Account Manager has been a reassuring influence in the background all the way along.

Download their story

Previous RMAR reports had taken us approximately 3 days to put together. Our first one in March took us just 2 hours.

Business challenge

customer-stories_icons_shield.png
Finding one system that was capable of servicing all of our business requirements
customer-stories_icons_piggy.png
Reducing inefficient and time consuming processes
customer-stories_icons_reports.png
Ensuring that all of our business systems have the capacity to expand and adapt as the market and business develops

What iO delivered

customer-stories_icons_heart.png
A system that enables us to streamline our business processes
customer-stories_icons_flowchart.png
A secure client portal that gives us significant cost and time savings 
customer-stories_icons_2cogs.png
A system that gives us all the ‘best of breed’ integrations that we need to run an efficient and profitable business 

Read what some of our clients think