FTAdviser.com

Advertising

IntelliFlo, Front and back office technology, www.intelliflo.com

Provider says...

Nick Eatock, chief executive of IntelliFlo, said: "Intelligent Office has a wide range of front and back office features including full fact find, research tools, suitability letters, client management, workflow, compliance, risk-based file checking and commission management.

"The system also features dashboards that provide a summary of work in progress for each user and facilitate quick navigation to different parts of the system, depending on the task in hand.

"Being entirely web-based, Intelligent Office is flexible and always up to date so it is ideally suited for businesses where the quality and level of client service are key.

"Intelligent Office, can be used by any size of organisation from a one-man band to a multi-national company, and organisations can easily add more users."

We say...

Plus points... The system is adaptable and flexible and accommodating for all sizes of organisations. It will help advisers offer an even smoother and efficient service to their clients.

Could do better... Other similar systems are available.

Adviser says...

Maurice Manasseh, chairman and managing director of Hertfordshire-based IFA Investors Planning Associates, said: "We have always had our own in-house system, but following a comprehensive review of the market, we were particularly impressed with the seamless offering from IntelliFlo.

"After nearly 40 years in the industry, our focus has always been on our clients and we are delighted that with Intelligent Office, all of our associates across the country will be able to provide an even stronger emphasis on client servicing, while improving efficiency and business management for both our associates and the company in a highly cost effective manner."

Rating: 4/5 stars