Internal automation hub β one click, and it talks to your back office for you.
Connected to Intelligent OfficeReal client book pulled straight from Intelligent Office β total, split by adviser, with a live sample.
New enquiries in iO β your business pipeline waiting to be worked and converted.
Every agreed initial advice fee that's been earned but not yet collected β so none slip through the cracks.
Clients paying an ongoing fee with no review in 12 months β the Consumer Duty risk list, before the regulator finds it.
See who's due, who's booked, and prep their packs. Invites and reminders go out automatically.
Pick a client and pull their live plans, providers and total portfolio value straight from iO.
Open the digital LOA β client signs on their phone, you get the signed PDF, it files into iO.
Send the client a personalised fact-find link β their answers write straight back into iO, with no re-keying.
Cash and savings held across the book β often idle money and an advice opportunity.
Unused ISA allowance across the book β this year's Β£20k per client, less contributions made.
Mortgages under management across the book β reviews and renewals to keep on top of.
π Page is locked to your staff (Cloudflare Access). The iO keys live on the server β never in the browser β so nobody using this page can see or copy them.