Management information for IFAs and mortgage advisers

Management information

The lifeblood of your business

Trust Intelligent Office to manage information

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.

Management information features

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.

iO includes:

  • More than 125 standard reports pre-built
  • ‘Out of the box’ RMAR/Gabriel reporting
  • Categorised reporting for ease of use
  • Flexibility to create your own, tailored reports

See Management information at glance:


About Intelligent Office

Intelligent Office offers the most tried and tested range of functionality available in the UK today, supported by an experienced UK based team.

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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