Research funds and build investment portfolios within Intelligent Office
For financial planners and investment advisers, Intelligent Office (iO) contains a powerful fund analysis engine to help facilitate investment advice. The iO fund analysis tool is powered by Financial Express and enables investment professionals to research funds and build model portfolios without having to navigate away from iO.
Users can also compare client’s current funds with suggested model panels created across various attitudes to risk groups.
Some of the key features include:
Intelligent Office offers the most tried and tested
Over 2,550+ of the UK’s leading advisory firms, with over £503 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line.
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