Grappling to show your value to clients when outsourcing their portfolio investments? Struggling to get quick client affirmation for any strategic asset allocation or portfolio rebalancing you recommend?
If the answer to either of these questions is ‘yes’, then our game changing integrated Model Portfolio Service is for you.
This streamlined and time-efficient solution enables you to easily auto-generate a rebalancing recommendation and, in conjunction with the Personal Finance Portal (PFP), simplify the client approval process. Watch our short video to find out more.
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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