Fact Find

Take the burden away from the fact finding process

Completing a client fact find is one of, if not the most important aspects of the advisory process. Unfortunately, it can also be one of the most time consuming.

Cut the time it takes to produce a client fact find by up to 50% with Intelligent Office (iO) - the UK’s leading web-based business management system.

iO incorporates invaluable functionality to complete the fact find process in no time and seamlessly integrates with the Personal Finance Portal (PFP), giving your clients access to view their data wherever and whenever they wish.

Benefits of using iO’s fact find functionality

• No need to re-key data as information is automatically passed to sourcing/quote and planning tools
• Save time and money – reduce the time it takes to produce fact finds by up to 50%
• Flexibility of use – access iO’s fact find functionality anywhere, on any mobile or web device

See Fact Find at glance: