Working hand-in-hand with Intelligent Office (iO), the new, improved Personal Finance Portal (PFP) gives you and your clients an invaluable tool on which to view financial information and interact via a secure, online ‘hub’ anywhere and on any device. Plus with PFP Premium benefits you can aggregate your client’s information about their advised financial products, PLUS their short-term cash flow information and non-advised products such as protection and loans.
Distribution Technology enables you to manage all your client and provider data, conduct a risk profile and fact find, analyse a client’s cash flow, current position and portfolio and make recommendations for investment and retirement planning from a single, seamless system.
Wealthlink is Intelligent Office’s fully integrated submission hub that enables you to electronically submit information direct to the UK’s leading providers and platforms. It reduces the need to re-key data and provides a fully 2-way new business submission process, resulting in a more efficient way for you to manage your business and clients.
For the last 30 years, MortgageBrain has provided award winning technology systems for mortgage advisers. Part of our sourcing family, MortgageBrain Anywhere is a totally online whole of market system offering truly flexible working anytime, anyplace. Fast, intuitive and easy to use, access it on your iPad, tablet, PC or Mac.