Financial planning

Trust Intelligent Office to manage your financial planning

Access the financial planning tools you use day in day out through Intelligent Office (iO) - the UK’s leading web-based business management system.

Whether you’re using Advisa Centa, Dynamic Planner, FE Analytics or Voyant, iO gives you the ability access to them all enabling you to conduct investment research, analysis, portfolio construction and fund monitoring all within a convenient and easy to use solution.

Financial planning features

• You have the freedom to choose between using Advisa Centa, Dynamic Planner, FE Analytics or Voyant
• There’s no need for re-keying and the tool is accessed as part of the planning flow
• You have the ability to create multiple recommendations
• Integrated with fields within PFP enabling advisers to conduct basic cash flow analysis from the outset