A strong adviser and client relationship is the driving factor in success for both parties and time wasted on administrative functions is lost on this.
Intelligent Money Adviser Support is a dedicated online and telephone support service for advisers and their support team to ensure their time is free to focus on the adviser client relationship.
ONLINE & MOBILE
The world is changing. Solutions have to be instant, portable and easily adapted to circumstances. Advisers and client expect streamlined processes.
Intelligent Money provides full online intigration. You enter client details once at illustration and never again. All data is then securely auto-populated for application through to management and client view.
Solutions are not always enough on their own. Strong support from your selected providers can be vital in ensuring relationships run smoothly.
Regardless of whether this is technical or processing, Intelligent Money Adviser Support is there to provide you with consultants who will take care of you and your clients' every needs.