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"
casestudy_speechpoint-dk.png

Previous system: None

Business challenges:

  • Production of client reports
  • Compliance
  • Time efficiency

Network: SimplyBiz

Firm size: Small

Read their story
Alexander House
Cloud was vital
casestudy_speechpoint.png

Previous system: None

Business challenges:

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

Network: Caerus

Firm size: Large

Read their story
Arcaria Financial Solutions
Not having to back up data all the time has been a real positive
casestudy_speechpoint-dk.png

Previous system: None

Business challenges:

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

Network: SimplyBiz

Firm size: Small

Read their story
Aspira
PFP is an excellent communication tool
casestudy_speechpoint.png

Previous system: IRESS Adviser Office

Business challenges:

  • Cost
  • Time savings and efficiencies
  • Reporting

Network: N/A

Firm size: Large

Read their story
Axis Wealth Management
PFP gave us another weapon in our armoury
casestudy_speechpoint-dk.png

Previous system: None

Business challenges:

  • Efficiency
  • Compliance
  • Cost

Network: Lighthouse

Firm size: Large

Read their story
Baggette & Company
Perfect service
casestudy_speechpoint.png

Previous system: IRESS XPLAN

Business challenges:

  • Valuations and reporting
  • Automation and efficiency
  • Time saving

Network: Threesixty

Firm size: Large

Read their story
Capital Tower
iO has been a positive enhancement to our business
casestudy_speechpoint-dk.png

Previous system: Sirius

Business challenges:

  • Data quality
  • Remote access for advisers
  • Time saving

Network: N/A

Firm size: Medium

Read their story
Critchleys Financial Planning LLP
Income reconcilliation is fantastic
casestudy_speechpoint.png

Previous system: IRESS Adviser Office

Business challenges:

  • Compliance
  • Time efficiency
  • Cost

Network: N/A

Firm size: Medium

Read their story
Fhoenix Financial Services
"The fact find capability within iO is impressive"
casestudy_speechpoint-dk.png

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

Network:SimplyBiz

Firm size: Small

Read their story
Grosvenor Wealth Management LLP
Intelliflo is always always improving iO
casestudy_speechpoint.png

Previous system: IRESS Adviser Office

Business challenges:

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

Network: N/A

Firm size: Medium

Read their story
Henson Crisp
A system that can support our ambitions
casestudy_speechpoint-dk.png

Previous system: Plum Software

Business challenges:

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

Network: Threesixty

Firm size: Medium

Read their story
InFocus
We have stayed ahead of changes in the financial services industry
casestudy_speechpoint.png

Previous system: IRESS Adviser Office

Business challenges:

  • Acquiring new firms
  • Comissions and reconciliations
  • Reporting

Network: Bankhall

Firm size: Large

Read their story
Interface Financial Planning Ltd
iO does what it says on the tin
casestudy_speechpoint-dk.png

Previous system: IRESS Adviser Office

Business challenges:

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

Network: N/A

Firm size: Small

Read their story
JM Glendinning Financial Services Ltd
The onboarding process to iO was fantastic
casestudy_speechpoint.png

Previous system: IRESS Adviser Office

Business challenges:

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

Network: SimplyBiz

Firm size: Medium

Read their story
Laurence Anthony
"PFP is a fabulous visual tool"
casestudy_speechpoint-dk.png

Previous system: None

Business challenges:

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

Network: Bankhall

Firm size: Small

Read their story
Leagold Miller
Policies are always up to date and information is in real time
casestudy_speechpoint.png

Previous system: Plum Software

Business challenges:

  • Efficiency
  • Commissions and fees
  • Reporting and valuations

Network: Paradigm

Firm size: Small

Read their story
Mazars
iO has everything we need as a company
casestudy_speechpoint-dk.png

Previous system: IRESS Adviser Office

Business challenges:

  • Business growth
  • Flexibility
  • Reporting

Network: N/A

Firm size: Large

Read their story
Midland Independent
We wanted a complete, front, middle and back office system
casestudy_speechpoint.png

Previous system: Quay software

Business challenges:

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

Network: SimplyBiz

Firm size: Medium

Read their story
Nelsons Investment Management
The system is very user friendly and the automated functions are a great feature
casestudy_speechpoint-dk.png

Previous system: IRESS Adviser Office

Business challenges:

  • Efficiency
  • Commissions and reporting
  • Client servicing

Network: SimplyBiz

Firm size: Medium

Read their story
SW Financial Management
Everything we do on iO leaves an audit trail and this makes file checking very quick and easy
casestudy_speechpoint.png

Previous system: True Potential

Business challenges:

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

Network: SimplyBiz

Firm size: Small

Read their story

Keep in touch

Never miss a thing by subscribing to the latest communications at Intelliflo.

Subscribe

Connect with us

Products

Regulation

Services

About

Contact us

Enquiries: 0330 102 8402

Support: 0330 102 8400

Intelliflo's market-leading practice management software helps financial advisers transform and grow their business

© 2018 Intelliflo Ltd

We use cookies to operate this website and to improve its usability.
Full details of what cookies are, why we use them and how you can manage them can be found by reading our Cookies page.
Please note that by using this site you are consenting to the use of cookies.