Helping you improve efficiency with straightforward MI reporting on your business
iO Insight is our free MI reporting service available to Intelligent Office users, giving access to management information specific to your everyday operation.
Once subscribed, you'll receive regular reports that include:
Sources and levels of income coming into your business - so you can adjust your proposition to generate more income
Valuation statistics across provider, plan type, success criteria and eligibility – so you can address administration issues and free up more time for advising clients
An overview of your assets under advice across fund sectors and by product provider – so you can get an accurate picture of your diversification across asset classes and providers
A client map – showing where your clients are located geographically and locations you could target for marketing activity
The volume and breakdown of the reports that you have run from Intelligent Office – enabling you to analyse time spent on administration and adjust your processes to free up resource and reduce costs
For more information on MI watch this video
Register to receive your iO Insight reports
To register to receive your regular iO Insight reports contact your Intelliflo account manager or via the form below.
