With the General Data Protection Regulation (GDPR) deadline fast approaching, any firm that handles data and/or engages in any form of marketing to consumers needs to prepare itself to comply.
Intelligent Office (iO) is the most comprehensive end to end web-based business management system in the UK financial services market.
Intelliflo’s Software as a Service or
SaaS-based system delivers everything you need to run your business over the web.
With the advent of TCF and RDR it has never been more important to streamline your business processes and ensure you are fully compliant.
Data is the lifeblood of any organisation, which is why at Intelliflo we commit considerable time and resource to developing and evolving our data migration and cleansing service.
Through our secure service, you'll be able to access our highly scalable and reliable storage infrastructure directly through Intelligent Office (iO), meaning you’ll never have to back up your files to your desktop or laptop again.
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.
eValue is the UK’s leading provider of financial planning and forecasting solutions, with a track record for excellence and innovation having been established in the industry for over twenty years.
FE Analytics is a one-stop shop for all your investment research and analysis, portfolio construction and monitoring requirements. Available through iO, FE Analytics gives you more time to focus on generating new business and managing your existing client base.
See how our Flashlight service can improve your data quality to really power-up your business. Your data has never been more valuable and Flashlight can help you to ensure accuracy and utilise it to drive efficiencies in your business.
A list of integrations including: portal services, mortgage sourcing, client verification price/fund & data feeds.
As a web-based technology the Intelligent Office solution is uniquely positioned to make the most of Real-Time Valuations from product providers, fund managers, supermarkets, platforms and wraps.
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.
Intelligent Office includes the most powerful commission and fee matching reconciliation functionality in the marketplace today, enabling you to log, monitor and automatically reconcile fees, retainers and commissions saving your business time and money.
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.
Intelliflo’s integration with web-based communications specialist, RingCentral offers an integrated communications solution, including integrated, secure and automated call recording functionality.
Intelligent Office (iO) is the most comprehensive and flexible web-based business management system in the UK financial services market.
Formed in the UK in 2004 and with our Head Office based in Kingston-upon-Thames, Intelliflo has always aspired to provide state-of-the-art software that is aligned with the business needs of our clients.
This fact sheet looks as 10 different ways Intelligent Office can benefit a mortgage broker to ensure regulatory compliance and to enhance customer relationships through multi-channel engagement.
Intelligent Office provides huge time and cost savings to your business, by streamlining processes such as sourcing mortgage quotes. Intelligent Office provides the ability to quote, apply, record and service your clients at the touch of a button.
