Find out what our users think of Intelligent Office, why they use it and how they utilise 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+
Portfolio reporting is brilliant
Previous system: None
Business challenges:
Firm size: Small
Cloud was vital
Previous system: None
Business challenges:
Firm size: Large
Not having to back up data all the time has been a real positive
Previous system: None
Business challenges:
Firm size: Small
PFP is an excellent communication tool
Previous system: IRESS Adviser Office
Business challenges:
Firm size: Large
PFP gave us another weapon in our armoury
Previous system: None
Business challenges:
Firm size: Large
Perfect service
Previous system: IRESS XPLAN
Business challenges:
Firm size: Large
iO has been a positive enhancement to our business
Previous system: Sirius
Business challenges:
Firm size: Medium
Income reconcilliation is fantastic
Previous system: IRESS Adviser Office
Business challenges:
Firm size: Medium
Previous system: Quay
Business challenges:
Firm size: Small
Intelliflo is always improving iO
Previous system: IRESS Adviser Office
Business challenges:
Firm size: Medium
A system that can support our ambitions
Previous system: Plum Software
Business challenges:
Firm size: Medium
We have stayed ahead of changes in the financial services industry
Previous system: IRESS Adviser Office
Business challenges:
Firm size: Large
iO does what it says on the tin
Previous system: IRESS Adviser Office
Business challenges:
Firm size: Small
The onboarding process to iO was fantastic
Previous system: IRESS Adviser Office
Business challenges:
Firm size: Medium
Previous system: None
Business challenges:
Firm size: Small
Policies are always up to date and information is in real time
Previous system: Plum Software
Business challenges:
Firm size: Small
iO has everything we need as a company
Previous system: IRESS Adviser Office
Business challenges:
Firm size: Large
We wanted a complete, front, middle and back office system
Previous system: Quay software
Business challenges:
Firm size: Medium
The system is very user friendly and the automated functions are a great feature
Previous system: IRESS Adviser Office
Business challenges:
Firm size: Medium
Everything we do on iO leaves an audit trail and this makes file checking very quick and easy
Previous system: True Potential
Business challenges:
Firm size: Small
Intelliflo's market-leading practice management software helps financial advisers transform and grow their business
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