In the 21st century efficient use of technology is central to every business and we are no different.

We’ve adopted ‘the best of breed’, to drive efficiencies in your business as well in ours, whilst helping you to deliver solutions to meet the needs of your clients.

Intelligent Office (iO)

iO is an award-winning web-based business management system for financial advisers.

Whilst helping you to improve efficiency and therefore profit, the system is ‘future-proofed’ with regular updates.

What do our members use iO for?

  • Lead and enquiry management
  • Fact finding, which can include your branding
  • Written client communications
  • Quote sourcing, iO integrates with leading quote engines, including Assureweb, Iress, Trigold and Mortgage Brain
  • Comprehensive client reports, which can include your branding
  • Independent tools, including Advisa Centa from e-Value, to aid financial planning and create bespoke solutions
  • Fund analysis
  • Task management
  • Online valuations
  • Document management and storage
  • Income and fee management

Advisa Centa from e-Value

As part of our ongoing commitment to adviser development we have integrated new tools into iO, to make the process of assessing suitability and formulating your advice more dynamic and client friendly.

Risk Profiler The e-Value risk profiler comprises a psychometric questionnaire to help advisers establish the client’s attitude to risk.

It also includes the visual use of a risk scale, descriptions, and illustrates the chance of being in neighbouring risk categories.

This information then helps to produce accurate, risk based solutions via three additional tools.

Investment Planner This tool uses stochastic modelling to compare potential outcomes, graphically illustrating the trade-offs between risk and reward, based on the proposed investment and specific and your client’s financial goals.

Retirement Planner Again based on stochastic modelling, this tool allows advisers and their clients to set retirement goals and assess the likely chance of these being met, after taking into account existing provision as well as new investments.

Portfolio Analyser This tool can analyse a client’s current position and create solutions from investing new money, through to switching fund allocations to better align the client’s risk profile and their financial goals.

Extranet

In short the Sense Extranet contains everything you need to run your business and advise your cllients, including:

  • Document templates
  • Key manuals
  • Over 100 suitability report templates
  • Research on all product areas
  • Guidance on investment propositions
  • Technical support
  • Details of centrally sourced discounts

CII Financial Assess

We have provided all of our members firms with access to Financial Assess, which allows CPD to be recorded, whilst providing access to a range of online resources and assessments.

Electronic fee and commission reconciliation

Over 90% of the income generated by member firms is allocated electronically. This ensures fees and commissions are allocated and paid quickly to members.

Fees and commissions are accurately reconciled to each individual client and where appropriate, policy or plan.

For member firms with multiple Registered Individuals iO allows for individual statements to be produced for each adviser who can also see their own fees and commissions on iO.

Web conferencing

We all lead busy lives and whilst face to face training has distinct advantages there are times when remote delivery is more appropriate.

We use the most up to date web conferencing facilities to deliver much of our training as well as some of our T&C program.

Software terms

As you would expect we have negotiated discounts with all of the leading software providers.

Ask us for more information about these discounts.

whysense

  • Open, truthful, forward thinking with exceptional standards. What more could my clients and I as a business owner ask for.

    Stuart Belcher, Principal, Resolve Financial Solutions Ltd, Surrey
  • Once again a very good session put on by Sense. Always book on these courses and happy from the learning outcomes

    Matthew Thompson, Independent Financial Adviser, Revolution, St Helens
  • The content at all Sense meetings is very good. As an adviser developing a business, the input is particularly useful.

    Simon Weldon, Principal, Weldons, Fleet
  • I have some experience of being with bigger networks. No one knew me or actually cared. This is not the case at Sense where it is very personal and you are made to feel part of a team.

    Darren Long, Principal at Engage Wealth, Chester
  • Compared to where we came from Sense are light years ahead and adopt a “can do” approach to our business needs.

    Keith Robertson, Principal at Harrington Robertson, Cheshire