Document Designer for financial advisers

Document Designer

Document production made easy with Intelligent Office

Trust Intelligent Office to create client documents

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.

Benefits of document designer

  • An integration with Word with outputs also via PDF
  • Ability to create branded templates with custom paragraphs that can be re-used
  • Templates can be restricted for access within different groups
  • Automatically saves documents

See Document Designer 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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