Client management

Client management

All the tools you need to manage your clients successfully

Trust Intelligent Office to manage your clients

Intelligent Office (iO) gives you everything you need to run a successful business, with functionality to support pre-sale advice, point of advice through to ongoing management.

Plus, iO enables you to provide different service propositions and associated charging structures to meet you client’s needs.

Client management features

  • Digital fact finds through iO and the Personal Finance Portal 
  • Configurable workflows enabling automation of client review dates (acting as reminders or audit trails once completed)
  • Linking service cases to service propositions, giving you the ability to  ring-fence a set of pre-determined tasks, fees, planning and research tools and documents (across new business and ongoing servicing). These are particularly useful for to aid transparency across the business and from a compliance perspective.

See Client management at glance:


About Intelligent Office

Intelligent Office offers the most tried and tested range of functionality available in the UK today, supported by an experienced UK based team.

Over 2,550+ of the UK’s leading advisory firms, with over £503 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line. 

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