Financial Services firm Money Portal has chosen Intelligent Office to provide its front and back office technology for its 1,200 advisers.
The web-based system is already used by the firm’s 880 users but will now be rolled out to 300 more over the next few months.
Intelligent Office has a range of front and back office features including full fact find, research tools, suitability letters, client management, workflow, compliance, risk-based file checking and commissions 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.
Andrew Firth, Money Portal chief operating officer, says: “We need a scaleable, flexible system that can grow with us as we grow our business.
“Our advisers expect us to provide excellent services and Intelligent Office brings the level of quality and broad functionality that we were looking for.
“The fact that Intelligent Office is web-based means that as we move into the wireless world our advisers will be able to access their system anywhere, anytime, which is excellent news.”
To date Money Portal has bought several companies in the financial services sector including Willis Owen Ltd, The ISA Shop Ltd, The With-Profits Bond Shop Ltd, the highly regarded IFA, Bates Investment Services Ltd and parts of the Millfield group – providing a substantial community of around 1000 registered individuals nationwide.
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