Case studies

Find out what our users think of Intelligent Office, why they use it and how they utlilise the system in their businesses.

Intelligent Office has a diverse user base across the financial planning spectrum. Our award winning practice management system is utilised at director level, as well as by advisers, office managers, para planners and compliance staff within businesses of all shapes and sizes - from sole traders to multinationals.

Key - Small= 1 - 5 advisers, Medium= 6 - 15 and Large= 16+

4Wealth Ltd
Portfolio reporting is brilliant"
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Previous system: None

Business challenges:

  • Production of client reports
  • Compliance
  • Time efficiency

Firm size: Small

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Alexander House
Cloud was vital
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Previous system: None

Business challenges:

  • Attracting financial advisers
  • Client and regulatory reporting
  • Having the latest technology

Firm size: Large

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Arcaria Financial Solutions
Not having to back up data all the time has been a real positive
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Previous system: None

Business challenges:

  • Ensuring consistency of client data
  • Remote access for all advisers
  • Maintaining profitability

Firm size: Small

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Aspira
PFP is an excellent communication tool
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Previous system: IRESS Adviser Office

Business challenges:

  • Cost
  • Time savings and efficiencies
  • Reporting

Firm size: Large

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Axis Wealth Management
PFP gave us another weapon in our armoury
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Previous system: None

Business challenges:

  • Efficiency
  • Compliance
  • Cost

Firm size: Large

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Baggette & Company
Perfect service
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Previous system: IRESS XPLAN

Business challenges:

  • Valuations and reporting
  • Automation and efficiency
  • Time saving

Firm size: Large

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Capital Tower
iO has been a positive enhancement to our business
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Previous system: Sirius

Business challenges:

  • Data quality
  • Remote access for advisers
  • Time saving

Firm size: Medium

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Critchleys Financial Planning LLP
Income reconcilliation is fantastic
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Previous system: IRESS Adviser Office

Business challenges:

  • Compliance
  • Time efficiency
  • Cost

Firm size: Medium

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Fhoenix Financial Services
"The fact find capability within iO is impressive"
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Previous system: Quay

Business challenges:

  • Finding a more efficient back office system
  • The ability to complete RMAR reports easily
  • To eliminate time inefficiencies within the business

Firm size: Small

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Grosvenor Wealth Management LLP
Intelliflo is always improving iO
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Previous system: IRESS Adviser Office

Business challenges:

  • Implementing modern business methods
  • Time and efficiency
  • Reporting and valuations

Firm size: Medium

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Henson Crisp
A system that can support our ambitions
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Previous system: Plum Software

Business challenges:

  • Inadequate support from previous supplier
  • Automation and efficiency
  • Reporting

Firm size: Medium

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InFocus
We have stayed ahead of changes in the financial services industry
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Previous system: IRESS Adviser Office

Business challenges:

  • Acquiring new firms
  • Commission and reconciliation
  • Reporting

Firm size: Large

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Interface Financial Planning Ltd
iO does what it says on the tin
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Previous system: IRESS Adviser Office

Business challenges:

  • Integrations with third parties
  • Reporting
  • Needed a modern system

Firm size: Small

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JM Glendinning Financial Services Ltd
The onboarding process to iO was fantastic
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Previous system: IRESS Adviser Office

Business challenges:

  • Needed a modern system
  • Business growth
  • Future proofing the business

Firm size: Medium

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Laurence Anthony
"PFP is a fabulous visual tool"
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Previous system: None

Business challenges:

  • Improving client experience
  • Efficiency and cost
  • Being able to segment our clients

Firm size: Small

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Leagold Miller
Policies are always up to date and information is in real time
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Previous system: Plum Software

Business challenges:

  • Efficiency
  • Commissions and fees
  • Reporting and valuations

Firm size: Small

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Mazars
iO has everything we need as a company
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Previous system: IRESS Adviser Office

Business challenges:

  • Business growth
  • Flexibility
  • Reporting

Firm size: Large

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Midland Independent
We wanted a complete, front, middle and back office system
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Previous system: Quay software

Business challenges:

  • An easy to use system
  • Needed a complete business management system
  • Efficiency and reporting

Firm size: Medium

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Nelsons Investment Management
The system is very user friendly and the automated functions are a great feature
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Previous system: IRESS Adviser Office

Business challenges:

  • Efficiency
  • Commissions and reporting
  • Client servicing

Firm size: Medium

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SW Financial Management
Everything we do on iO leaves an audit trail and this makes file checking very quick and easy
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Previous system: True Potential

Business challenges:

  • Integrations with other systems
  • Growth of company
  • Increasing business efficiency

Firm size: Small

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