Start your client relationship using the electronic fact find
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.
Over 2,122 of the UK’s leading advisory firms, with over £351 billion under advice, trust
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