Intelligent Office - software for financial advisers

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.

› Call Recording

› Client Management

› Compliance

› Document Designer

› DocuSign

› Document Management

› Fact Find

› Financial Planning

› Fund Analysis

› Income

› Integrations

› Lead Management

› Management Information

› Personal Finance Portal

› Quotes

› SaleMove

› Social media and content marketing

› Task Management

› Valuations

› Workflow & Lifecycle Designer