How to produce client valuations the easy way using Intelligent Office
As a web-based technology the Intelligent Office solution is uniquely positioned to make the most of real-time valuations from product providers, fund managers, supermarkets, platforms and wraps.
For many financial advisory firms, producing real-time valuations can be a time laborious activity, especially across large client banks and advised products such as personal and group pension plans, ISAs, investment bonds, SSAS and SIPPs and legacy products such as endowments.
Using Intelligent Office makes calling providers for client valuations a thing of the past. Not only can ad-hoc valuations be produced, but also scheduling and bulk downloads from providers can also be achieved. The valuation information is distributed across many parts of Intelligent Office, increasing our customers productivity. Some of the areas include:
Intelligent Office offers the most tried and tested
Over 2,500+ of the UK’s leading advisory firms, with over £395 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line.
Intelliflo's market-leading practice management software helps financial advisers transform and grow their business
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