Robust compliance procedures are fundamental to any advice business. Having safeguards in place to accurately monitor your business activities and respond to regulatory requirements such as CPD, RMAR (Gabriel) and file checking, is essential.
Intelligent Office (iO) automates the compliance process for you, providing procedures researched and developed as a result of over 10 years of experience working solely with the UK advice industry. Intelliflo’s commitment is to ensure that iO remains fully responsive to new regulation and legislation as it occurs.
Intelligent Office allows each user firm to configure their own specific compliance tool. This enables the flexibility to fit the system around your requirements, not force you into a ‘one size fits all’ approach. Some of the compliance features include:
Over 2,122 of the UK’s leading advisory firms, with over £351 billion under advice, trust
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