16th March 2015

Pounce now - Intelligent Office setup costs are free!

There’s never been a better time to switch to Intelligent Office with initial setup costs free until 31 May 2015 – so pounce now!

Intelligent Office (iO) is the UK’s leading web-based business management system that gives you access to:

  • Over 45 valuation providers including Fidelity Funds Network, Scottish Widows, Standard Life, Aviva and Old Mutual Wealth, with AXA WEALTH available from April 2015
  • Fee and commission integrations with over 40 providers
  • Quote portals including iPipeline, The Exchange, MortgageBrain and Trigold
  • Straight-through transaction processing with platforms including Cofunds and Zurich
  • Wealth management tools including FE Analytics and eValue Advisa Centa, with Voyant and Dynamic Planner coming soon

What’s more, iO offers the most tried and tested functionality available in the UK today, supported by an experienced UK based team. Plus, unlike some other business management systems, iOcomes with integrated income reconciliation included in the price.

Over 1,300 of the UK’s leading advisory firms with over £180bn under advice trust iO to power their businesses and improve their bottom line.

Why not join them? Choose a system that gives you the tools you need to take your business up a gear and pounce while initial costs are free. Call us on 0845 230 3900 or visit our website to book a demonstration.

Business Development, Back Office

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