Real time valuations for financial advisers


How to produce client valuations the easy way using Intelligent Office

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Why our customers use Intelligent Office for valuations

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.

Benefits of using iO valuations

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:

  • CRM
  • Management reports
  • Individual client reports
  • Personal Finance Portal (PFP)
  • Asset allocation and fund performance fact sheets

See Valuations 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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