Document production made easy with Intelligent Office
Creating client documents can be time-consuming and costly, so why not take the hassle out of document production with Document Designer from Intelligent Office (iO)?
Document Designer makes producing high quality, branded documents, such as client letters and suitability letters, simple and straight forward. Plus, it includes the ability to include conditional paragraphs, so you can create automated letters using client data, resulting in fewer mistakes, less paragraph selection and increased accuracy.
Intelligent Office offers the most tried and tested
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.
Intelliflo's market-leading practice management software helps financial advisers transform and grow their business
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