Intelligent Office - software for financial advisers

Intelligent Office, enabling financial advice firms unrivalled functionality to save time, money and increase profit.

Intelligent Office for advisory firms

Bigger than a back office system, Intelligent Office (iO) is an entire technology ecosystem which integrates with key fund managers, product and tool providers in the UK financial services market.

It’s packed full of features and capability which integrates all your business functions into a cloud-based ‘one stop shop’ to help you become leaner and more efficient, manage your business risks and build a more profitable business. 

It integrates your CRM, point of sale system, straight through processing - through our Wealthlink platform - and an online client portal. Called the Personal Finance Portal (PFP), this portal gives you the opportunity to interact with your clients online in a modern, efficient way and includes an automated advice option.

iO at a glance

  • Business efficiencies that transform your bottom line
  • Streamlined administration processes that cut costs
  • Over 100+ partner integrations within a single, integrated system
  • Protection for your business through automated compliance processes
  • Online client portal with cash management and automated advice options
  • Round the clock access wherever you are
  • Tailored support and friendly customer service

Why you can trust us and our software Intelligent Office

Intelligent Office is trusted by over 2,150 leading advisory firms and is a single, powerful software ecosystem tailored for financial services organisations. It’s a solution that powers businesses from point of advice (initial client meeting) right through to client reviews and everything in between.

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