How much more wealth could you generate for clients by repositioning their investment portfolio on a monthly basis?
What if you could seek out new pockets of money and get your clients’ approval to move their assets - all at the touch of a button and with you overseeing the entire process?
Our game changing integrated Model Portfolio Service (iMPS) automatically determines when a client’s portfolio requires rebalancing, based on the parameters of their risk appetite. They are then sent an automated message via the client portal, seeking permission for you to reposition their funds – dramatically streamlining the entire process.
But it also does so much more.
Find out how to revolutionise your advisory business by:
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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