Money Portal selects Intelligent Office 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, ...