Say Hello to iO

Laptop - Intelligent Office

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We are pleased to announce our significant investment in new client facing IT systems, Intelligent Office (iO), to improve security, communication and improve our carbon footprint.

To further improve service delivery and give you more choice about how you work with us and access your information, we are upgrading our IT systems and investing significantly into market leading software. It’s time to say ‘Hello to iO’.

In this digital age we need to be able to engage with our clients in the way they want to interact with us in order to remain a progressive, modern advice firm.

As a leading independent firm of Financial Advisers, we are bound to research the whole of the marketplace of available client solutions, funds, products and platforms, complete due diligence and then recommend the best solutions for you, our clients. Following extensive due diligence, we feel we have done just that with our new IT systems.

The new IT infrastructure we have chosen is a market leading complete technology ecosystem called iO (Intelligent Office) which integrates with key fund managers, product and tool providers in the UK financial services market. It provides multiple features and capabilities which connect all practice functions into a cloud-based ‘one stop shop’, helping create efficiencies, manage risk and deliver superior customer service.

Making this investment gives us, as your advisers, a simpler, single view of your data, to be able to offer an improved, all round service. The new system will also give you access to your own Personal Finance Web Portal where you can view your account, check the performance of your portfolio and receive news and updates from us.

Intelligent Office supports over 2,425 firms and over 22,700 users with assets under advice of £395 billion (as at 1 January 2019). ISO27001 accreditation assures advisers and clients that data is safeguarded within a high quality security management framework.

Ultimately the aims of Intelligent Office, and other IT changes are:

  • Improved service delivery
  • More choice of how our clients can deal with us and review their plans and savings
  • Simpler and more secure communications and document signature
  • The ability to give our clients the choice to remove paper and printed documents

Our plans and projects are already very well advanced and we will continue to share updates with you as we progress.

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