with your solutions
under one roof
LOW COST, FULLY FLEXIBLE, COMPLETELY ONLINE
Intelligent Money provides a range of investment products for Independent Financial Advisers to service their clients. This includes a wide range of low cost index tracking and actively managed investment portfolios, Pension, SIPPs and ISA tax wrappers together with our gross paying GIA.
Intelligent Money Adviser Support provides the adviser support and servicing for this, utilising our and a fully online interface (IMAP) for all applications, changes, updates and monitoring, with full Management Information tools from your dashboard.