Unleash your potential and see how agile your business can become by taking the Intelligent Office ROI challenge.

Intelligent Office (iO) is the UK’s leading web-based business management system that enables you to reduce the time it takes to:

  • Produce valuations by 65%1
  • Portfolio reports by 50%1
  • Reconcile income by 60%1

Why not see how much time and money you can save?

Input the information below to reflect the current financials related to your practice and instantly see the potential Return of Investment (ROI) from Intelligent Office:
£

How Intelligent Office can help you

Improve operational efficiency
Reduce time to research valuations by
Reduce time for income reconciliation by
Improve financial planning process (save min per suitability report)
Maximise recurring revenue
Reduce cost of client mailings by 50%
Increase overall adviser fees by
Total value over 3 years

Your investment vs. your return

Your 3-year ROI is:
Months until investment pays back:
Overall 3-year value created:
Overall net 3-year value created:
Monthly cost of delay:

Take the test and discover your potential return

This calculator previews some of the proven areas where peer organisations have seen value after moving to iO. Intelliflo's ROI experts can run a free detailed analysis to show you the full value potential for your practice. Click to schedule your session.

Reduce time to research valuations by

Reduce time for income reconciliation by

Improve financial planning process (save minutes per suitability report)

Reduce cost of client mailings by 50% with use of PFP

Increase overall adviser fees by