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Intelligent Office - the UK's number one supplier of Financial Adviser CRM software

How our Financial Adviser CRM software can help you.

 
There are numerous benefits to using our financial adviser CRM software and you could have access to:
  • Over 80 valuations providers including AXA Wealth, Fidelity Funds Network, Scottish Widows, Standard Life and Old Mutual
  • Fee and commission integrations with over 40 providers
  • Quote portals including iPipeline, The Exchange, MortgageBrain and Trigold
  • Straight-through transaction processing with platforms including AEGON, AXA Wealth, Cofunds, Seven Investment Management and Zurich, with Standard Life and more coming soon!
  • Wealth management tools including Dynamic Planner, eValue Advisa Centa, FE Analytics and Voyant
  • A dedicated and highly experienced UK based support team

Why you can trust us and our software Intelligent Office

Intelliflo is the provider of leading financial CRM software Intelligent Office, enabling financial advisory firms unrivalled functionality to deliver tangible benefits and subsequent savings to your business.
What’s more, Intelligent Office is trusted by over 2,122 leading advisory firms and unlike some other business management systems, your client data remains your property so you can access and download it whenever and wherever you like.

We help the financial services community thrive in an ever-changing market by making their operations more professional and profitable. We do this through continually developing our best-in-class, web-based financial adviser CRM software to help our clients compete and win within an ever changing financial services market.

Built specifically for the UK market, our IT expertise coupled with years of experience of the UK financial services sector ensures our system offers an unparalleled degree of specialism for our clients.

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Find out how Aspira Corporate Solutions is benefiting from using our financial CRM software Intelligent Office.

The Aspira Corporate Solutions story...

Since Aspira Corporate Solutions moved to Intelligent Office, they have reaped many benefits.

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The ability for a client to see all their financial goings on in one place, that can't be underestimated. The efficiency of a client and an advisor being able to update information onsite or at any stage, which feeds directly into the back office systems, fantastic. In terms of cost saving, that's immense. The ability to use the portal for messaging, data protection, fantastic, so that's a winner. The ability then to review through that process, to deliver documents, but also to review through the financial planning tools online can't be under estimated.

Andrew Chidgey | Operations Director | Aspira Corporate Solutions