The lifeblood of your business
Management information plays an extremely valuable part within any business and none more so within the financial services industry. Intelligent Office (iO) enables you to interrogate your data in numerous ways, giving you the power to identify trends, anticipate risks, gain visibility and foresight into many areas of a business – all whilst adding value to it.
iO has over 125 standard reports with the additional benefit of being able to configure your own to suit. Standard reports are categorised for ease of use and include: administration; client management; compliance; finance; income; marketing; mortgage; product provider liaison; sales; services and T&Cs.
Plus, the comprehensive reporting suite within iO enables you to have complete oversight of your business, so you can make decisions based on fact. Furthermore, the reporting enables you to delve into the detail of your business and extract to PDF and CSV file format for easy viewing and analysis.
Over 2,122 of the UK’s leading advisory firms, with over £351 billion under advice, trust
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