We know that the more you can get your systems and processes working together, the more time you can devote to advising clients.
Our partners give you the ability to conduct research, electronic valuations, obtain financial data feeds, source quotes and work with expert consultancies who can help you streamline your business – all linked to the superior functionality of Intelligent Office (iO).
To give you even more flexibility, our Open API (application programming interface) infrastructure enables you to adapt or build functionality which exactly matches your business requirements – ensuring you can get the maximum value out of iO.
If you want to discuss our partner integrations or find out how you can use our Open API, why not get in touch?
Research and planning partners
Dynamic Planner enables you to manage all your client and provider data, conduct a risk profile and fact find, analyse a client’s cash flow, current position and portfolio and make recommendations for investment and retirement planning from a single, seamless system.
EValue is the UK’s leading provider of financial planning and forecasting solutions, with a track record for excellence and innovation. EValue has been established in the industry for over 20 years.
FE Analytics is a one-stop shop for all your investment research and analysis, portfolio construction and monitoring requirements. Available through iO, FE Analytics gives you more time to focus on generating new business and managing your existing client base.
iPipeline links to iO through its Assureweb portal, offering users the ability to quote from a wide variety of products and providers covering term, income protection, pensions, bonds and annuities. This integrated solution provides a seamless application process removing the need to re-key data, saving time and money.
MortgageBrain provides award winning technology systems for mortgage advisers. Part of its sourcing family, MortgageBrain Anywhere is an online system offering truly flexible working anytime, anyplace. Fast, intuitive and easy to use, access it on your iPad, tablet, PC or Mac.
Defaqto Engage Core is an end-to-end financial planning software tool designed for advisers. It combines risk profiling, three-way fund, platform and product research, suitability letters templates and CIC Compare into one easy-to-use tool generating an audit trail. Thanks to its two-way integration with Intelligent Office it significantly decreases the time needed for administrative support, such as the possibility of conducting client reviews in 10 minutes.
Services and consultancy partners
Adviser Outsourcing are a specialist CRM and back office systems consultancy. We work with small and medium-sized financial services firms offering a hands-on approach to achieve fast and efficient results. We offer a variety of consultancy and outsourced income and administration services meet firm’s needs.
The Art of Finance provides training to those looking to get into, or further develop, their career in financial services. It’s for people who want something a bit different and are keen to take a fresh approach to training. The financial services profession is changing, and we believe the training should be ever-evolving too.
Circadian offers an outsourced fee & income remuneration management and back office administration service to financial advisers. Take advantage of our knowledge, from fee models to RMAR reporting, and electronic provider statements to client fee’s, we have the solutions. A one stop shop to get your income reconciled, efficiently and cost effectively.
AML Identity Verification – GBG provides innovative ways of confirming identity than simply relying on credit data. Their solutions check the identities of more than 4.4 billion people worldwide and also verify citizens of the world’s largest economies to the rigorous standards set by the world’s financial regulators.
Meeting clients is at the heart of the financial advice industry but can be time- consuming. Through an integration with Glia's (formerly SaleMove) CoBrowsing technology, Intelligent Office (iO) offers advisers a modern way to ‘meet’ with clients in a time efficient, cost-effective and fully compliant way.
IFA Dataflow enables advisers to quickly and efficiently capture fee and income information from product providers. Using our secure online web portal, advisers can load provider commission statements with a single click and those files are quickly and efficiently processed and returned.
Informed training is an independent provider of consultancy and IT systems training services to the financial services sector. The firm specialises in maximising the output firms get from the business management software, including Intelligent Office.
Jigsaw Tree is a business support company specialising in the financial services sector, working alongside advice firms to deliver effective change and outsourcing of income reconciliation and document designer. By offering consultancy services and an outsource solution, we help advisers save time and money by optimising technology and business processes.
Intelliflo’s integration with web-based communications specialist, RingCentral offers an integrated communications solution, including secure automated call recording functionality. The functionality offered by RingCentral helps with regulatory compliance issues and all call recrodings are stored against client records in iO.
Virtual Cabinet is a secure document store for all types of documents, including emails. With an easy and powerful search facility, enabling your documents to be found more efficiently. With full version control and audit trail to provide peace of mind for those wishing to reduce their paperwork whilst meeting the legal requirements for valid document retention.
Mint Blue Consulting provide tailored project management and consultancy services to a variety of firms within the financial services and charity sectors. This outsourced solution enables firms to better manage current technology systems as well as ensuring high quality projects are delivered to support and help grow your business.