iO Insight

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.