Start your client relationship using the electronic 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:
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 2,200 of the UK’s leading advisory firms, with over £354 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line.
