The enhancements will modify the core architecture of Intelligent Office to increase its performance and scalability.
The ‘Group Schemes’ functionality has been enhanced for increased usability and allows IntelliFlo users to record a deeper level of detail for group schemes. The new enhancements enable users to record additional group scheme data including commissions, claims history, leavers and multiple categories. Additional benefits include easy to use importing of group scheme data together with client and plan information.
Enhanced wizards also make the administrator’s job even easier. At the touch of a button, the upgraded functionality automatically collates and updates core client information such as commissions and contributions. So the once laborious job of pulling up separate information documents and cross-checking against a database becomes a thing of the past.
In a similar vein, to save users both time and money, IntelliFlo have launched a new Email Integration functionality which allows users to record emails against client records at the point of sending them. This can be performed from any device including Blackberry and iPhone and any email system including Googlemail, Hotmail plus the ubiquitous Microsoft Outlook. This makes the process of recording client communications more accurate and efficient. The new tool will also prevent any communications between adviser and client being lost or misinterpreted – therefore improving accuracy and allowing advisers to devote more time to client-facing work.
A further enhancement is the launch of Phase 2 of the Fund Analysis module which allows firms to analyse funds independently of a client record and enables users to create a Portfolio of funds and deliver Portfolio Rebalancing. IntelliFlo works in conjunction with its user group forum to develop additional upgrades such as these, to ensure that its solution is simple, efficient and effective. Once analysis of the funds is complete, users of Intelligent Office can then add these funds to a Portfolio of recommended funds which can then be used against a client’s record.
