Intelligent Technology
INTELLIFLO
                                                    for Financial Advisers




Intellige...
Intelligent Office: Financial Planning




Intelligent Office: Financial Planning and Fund Analysis



Financial planning ...
Intelligent Office: Financial Planning




Intelligent Office: Financial Planning and Fund Analysis

Forecast

The graphic...
Intelligent Office: Financial Planning




Intelligent Office: Financial Planning and Fund Analysis

Execute

In this sect...
Intelligent Office: Financial Planning




Intelligent Office: Financial Planning and Fund Analysis

Also within the funds...
Intelligent Office: Financial Planning




Intelligent Office: Financial Planning and Fund Analysis




       intelligent...
Intelligent Office: Financial Planning




Intelligent Office: Financial Planning and Fund Analysis




The Fund Analysis ...
Intelligent Office: Financial Planning




Intelligent Office: Financial Planning and Fund Analysis

Summary

With both th...
Intelligent Technology
INTELLIFLO
                                            for Financial Advisers




For further detai...
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intelligent office.net

  1. 1. Intelligent Technology INTELLIFLO for Financial Advisers Intelligent Office: Financial Planning and Fund Analysis intelligent office.net
  2. 2. Intelligent Office: Financial Planning Intelligent Office: Financial Planning and Fund Analysis Financial planning tools offering comprehensive and effective value to Investment or Pension businesses. Fully integrated into the Intelligent Office package, these new and advanced financial planning tools offer comprehensive and effective value to firms and advisers undertaking Investment or Pension business. They represent a compelling choice for professionals who advise in these areas. We understand when advising a client on any investment matter and to meet TCF requirements, you need to ensure an appropriate investment strategy is selected. However, to enable you to do this, you need to understand your client’s attitude to risk and take into account their current circumstances, aspirations and needs. Once this has been established, you are then in a position to recommend a suitable investment strategy across the whole of the market. Within the Intelligent Office system you now have access to a powerful and fully integrated Financial Planning tool which allows you to create a plan for future goals and forecast possible strategies. This incorporates advice on required premiums, asset mix and returns based upon a client’s current portfolio. All this is achieved without leaving the application or the need for re-keying data. Studies have shown that this saves on average, an hour of time per client analysis and review. Given the average earning rate required to sustain an adviser’s profitability, this will enable a substantial monthly saving. Investment and Pension advisers can quickly and efficiently self serve new and existing client reviews to ensure they are on target to meet their goals in a fraction of the time it traditionally takes. If we assume an adviser undertakes a combination of 10 reviews or new client planning sessions per month, this is an effective saving of £1,500pm. This functionality works in conjunction with the Towers Perrin CAP:Link stochastic asset models and eValue forecasting engine. This suite of tools is available integrated within the Intelligent Office package. It is extremely competitively priced at a fraction of the monthly savings made by using our technology. It all provides a level of integration that is unmatched in the market today in terms of available analysis and financial planning solutions. The tool is split into three sections; Forecast, Actions and Execute. intelligent office.net 2
  3. 3. Intelligent Office: Financial Planning Intelligent Office: Financial Planning and Fund Analysis Forecast The graphic adjacent shows an example of the forecast screen. This section is used to show the client’s current investment blend. The financial adviser selects the appropriate strategy based on the client’s goals and attitude to risk. The suggested asset allocation is produced which shows the forecast of possible returns. This scenario can be analysed by changing the premiums, withdrawals and assets to create a bespoke client solution. Due to the simplicity of the tool, scenarios can be added one at a time and compared side by side allowing for these tools to be used in a client facing environment. Actions This section allows the user to propose changes to the client’s portfolio in order to achieve the target scenario. This can be done by editing the client’s current fund portfolio by buying, selling, adding and/ or removing funds. Often a rebalance will solve the client goal and will help justify any fees or commission earned whilst meeting the requirements of TCF. intelligent office.net 3
  4. 4. Intelligent Office: Financial Planning Intelligent Office: Financial Planning and Fund Analysis Execute In this section the user will be able to commit to the suggested fund changes proposed in the action section and apply these changes to Intelligent Office, therefore creating new plans and updating the fund data. This dramatically saves time and reduces re-keying errors offering better compliance and further cost savings. Fund Analysis Managing client fund information is easy within Intelligent Office. The fund area of Intelligent Office has the ability to locate funds and allows users to produce fund factsheets and charts. The fund data is supplied by Financial Express, which includes a daily price service. The fund feed will also supply a daily up to date currency feed. Also within the funds and holdings area there is the ability to produce additional fund reports (subject to subscribing to the Fund Analysis Module). These include a risk comparison matrix, asset allocation reports and fund performance charts. intelligent office.net 4
  5. 5. Intelligent Office: Financial Planning Intelligent Office: Financial Planning and Fund Analysis Also within the funds and holdings area there is the ability to produce additional fund reports (subject to subscribing to the Fund Research Module). Within this additional module the user is able to gain access to current fund information and produce reports and charts relating to their client’s current holdings without the need to exit Intelligent Office. When an Asset Allocation Report is required you are able to select some or all of the client’s current holdings within the selected plan which will in turn feed through into the report itself. The information fed through into this report features a Holdings Summary (shown below), Asset Allocation detail, Region Allocation, Sector Allocation and also the Top Ten Holdings. Under the Performance Chart tab the user is able to select the chart type, period, base, sector average and the relative instrument (i.e. fund or benchmark). Once these selections have been made you are then able to produce a Performance Chart. intelligent office.net 5
  6. 6. Intelligent Office: Financial Planning Intelligent Office: Financial Planning and Fund Analysis intelligent office.net 6
  7. 7. Intelligent Office: Financial Planning Intelligent Office: Financial Planning and Fund Analysis The Fund Analysis tool will be extended in 2009 to incorporate Portfolio Management and Portfolio Rebalancing functionality as well. intelligent office.net 7
  8. 8. Intelligent Office: Financial Planning Intelligent Office: Financial Planning and Fund Analysis Summary With both the Financial Planning and the Fund Analysis tools within Intelligent Office, servicing your client’s needs can now be made simpler and conducted in a more efficient manner. Amongst the key benefits of this functionality are the fully integrated nature of the offering saving many hours of time, no data is required to be keyed as existing plans and assets are utilised, the quality of the tools are second to none and would cost many hundreds of £££’s per month per user if sourced externally. We believe that this combined offering for investment and pension advisers marks a dominant step forward in the toolsets available in the market. For more information regarding functionality or cost, please contact your account manager or contact iosupport@intelliflo.com. intelligent office.net 8
  9. 9. Intelligent Technology INTELLIFLO for Financial Advisers For further details please contact us on: Tel: 0845 230 3700 Email: info@intelliflo.com Web: www.intelliflo.com Third Floor Drapers Court Kingston Hall Road Kingston-upon-Thames KT1 2BQ intelligent office.net

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