Intelliflo - Online adviser software

Client stories

Capital
Tower

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Client profile

We have been providing financial advice to individuals and businesses since 1989. Our Head Office is based in Norwich but we also have offices in Buckinghamshire and Sheffield. We use modern and dynamic methods together with the traditional values. All our financial practitioners are independent and fully qualified.

Capital Tower adopt a ‘holistic’ approach to financial planning whereby we take all aspects of our clients’ finances into account, to ensure that during the advisory process, each individual is treated as such and the entire operation is tailored to suit their individual requirements.

We pride ourselves on the quality of our research, on our attention to detail and understanding the importance of common sense along with a ‘jargon busting’ approach to financial planning.

To move on and progress as a company, we felt it necessary to have an integrated system which would increase the quality of our client data.

Remote access was also important which meant the system needed to be web-based.

Finally, any new system needed to provide huge time efficiencies across all parts of the business, but particularly with regard to valuations and commissions processing.

Moving to Intelliflo was the most important strategic decision we have made. Introducing Intelligent Office to our company has delivered all the key aspects we wanted.

We now have confidence in our reporting, flexibility for our advisers and huge time and therefore costs savings.

Also, the support we receive from both Account Management and Support teams ensures we receive continual updates as well as guidance on using all of Intelligent Office’s capabilities.

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Intelligent Office has provided a positive enhancement to our business and improved the service that we offer to our clients.

Business challenge

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Finding a back office system that was easy to use
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Ensuring the cost effectiveness of the business
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The need to be able to produce client reports quickly and efficiently

What iO delivered

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An efficient system that offers us simplicity
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A system that has the capacity to grow as our business grows
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The ability to provide a much more streamlined service to our customers

Read what some of our clients think