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 IRESS XPLAN 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.
