TECHNOLOGY IN YOUR BUSINESS
THE JOURNEY OF 1,000 RECORDS , STARTS WITH A SINGLE STEP …
Contacting our team is the first step to beginning your journey to a back-office system that drives efficiency and adds client value .
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A journey of a thousand miles begins with a single step ”. You ’ ll have seen this ancient proverb plastered across many a motivational meme . What it really means is that some problems can seem so large that even the very thought of it can stop you from starting . And this can be the case when it comes to either moving to digitising processes , or moving from a clunky old system to something fit for the modern day . In the proverb , though , the solution – to just get on with it – doesn ’ t really solve the problem . You may have finally started , but you ’ re still doing it on your own ! We have a better solution . Contacting our Adviser Services team is the only step you need to start your journey of a thousand ( or more ) client data record migrations . And unlike in the Chinese proverb , you ’ ll have our award-winning team beside you every step of the way !
Step 1 . Is the system right for me ? Of course , before you take the step towards a new technology you need to make sure you ’ re doing the right thing for your business . We partner with intelliflo to offer intelliflo office ( iO ) and the Personal Finance Portal ( PFP ) at a discounted rate to our Members and Clients because it ’ s a market-leading solution that builds efficiency and improves client relationships .
intelliflo office
• Real-time valuations : ad-hoc or scheduled , valuations are gathered from product providers , fund managers , supermarkets , platforms and wraps , and distributed across the system .
• Integrations : with Centra , our research tool , Mortgage Brain and hundreds of other quote portals and valuation providers .
• Document designer : adds your brand , custom paragraphs and client data to your documents . Templates and documents can be access-controlled .
• Online fact-find : reduces manual input .
• DocuSign integration : signatures can be done in seconds , with full transparency and audit trail .
• eAdviser index : benchmarks your efficiency to help you improve .
We ’ ve had tremendous support . A lot of hand holding , a lot of patience with me as I ’ ve fumbled around and learned new things . I just find the help and support far surpasses any experience I ’ ve had otherwise ”.
Amy Trent , Practice Manager , Headley Financial Services
14 | the adviser