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