Outsourcing aspects of your advice process takes your client’s journey away from you. Once they see the network of intermediaries, an obvious question is,
what do I need an adviser for - couldn’t I just go direct to the provider?
iMPS puts you and your business back in control. Working through Intelligent Office, you can choose from a market place of model portfolio providers to best fit the needs of your client. Furthermore, keeping their investment in line with their attitude to risk is made easy, since getting permission to rebalance their portfolio is done via the secure messaging functionality available to them in their client portal (provided through the Personal Finance Portal functionality in Intelligent Office).
All of your client activity through iMPS is conducted via Intelligent Office and everything is stored against the client record in there, too. As iMPS is a burgeoning product, Invesco is the first model portfolio provider available via iMPS. Intelliflo will be adding more providers in due course.
To find out more about iMPS, click here to read the fact sheet, or complete the form to speak to one of our experts.
Intelligent Office offers the most tried and tested
Over 2,500+ of the UK’s leading advisory firms, with over £395 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line.
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