Technology
There is no doubt that the modern IFA already needs
to use technology well.
Post-RDR, however, the provision of ongoing service to clients revolves around
the fulfilment of contractual promises: Periodic financial reviews, rebalancing
of asset classes, realignment with model portfolios and regular portfolio reports
are often key elements of Client Service Agreements. These need to be reliably
and accurately delivered.
At Sense we help IFA firms adopt RDR-ready technology, and remove the common
hurdles of cost, hassle and technology know-how.
From outset, Sense has embraced the UK's leading solution, Intelligent Office
from IntelliFlo. The system is web-based and user-friendly. It streamlines both
the advice process and the delivery of ongoing service to clients.
As well as enabling the modern IFA, our back office technology brings enormous
efficiencies to the management of IFA firms, with significant advantages in terms
of both cashflow and time. From adviser payment systems to marketing campaigns,
TCF Management Information and KPIs, using technology well allows firms to simply
focus resource more productively.