INTELLIFLO CERTIFIED PARTNER

Supporting financial advice firms to improve their operations with Intelliflo Office and admin services.

MAKE AN ENQUIRY

Circadian offers a specialist, outsourced remuneration management and back office administration service to Financial Advisers and other firms who want to save money and make their Intelliflo Office more efficient and reliable.

Are you looking for effective guidance and support services to help you deliver your client experience and support your internal processes.
We can help, call us for an initial chat to see how on 0845 4750 905 or by email info@circadian-rm.com.

Remuneration managament for financial advisers
Remuneration Management

Outsourced Remuneration
Helpdesk

Not sure where to start? Struggling to implement Intelliflo Office into your day to day processing? Circadian can help you to get up and running quickly, creating a Helpdesk and establishing best practice. Our team of account managers can handle day to day reconciliations for you and we’ll set up a dedicated phone line so you can get answers to any questions you have, simply and quickly

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Administration services for financial advisers
Configuration & Administration

Business Efficiencies - Data Quality & Evaluations Service

To improve the overall quality of the client and plan data on Intelliflo Office and to increase the level of automation within Intelliflo Office. Our project strategy is split across two areas of Intelliflo Office data management Data Quality & Automated Valuations

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Back Office Training for financial advisers
INTELLIFLO Office Training

Training Excellence

Utilise Circadian’s knowledge and experience of Intelliflo Office, income processing and system configuration by taking advantage of one of our project consultancy days. We’ll aim to improve your efficiency, increase your use of the available functionality, maximising automation, thus saving you both time and money. We’ll provide a review of your existing set up free of charge!

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New Business Processing for financial advisers
New Business Processing

Boost Intelliflo Office Functionality

The Circadian team have a variety of client service skills available for short or long term data cleansing or business inputting projects. Circadian is able to provide specialist account managers both remotely and in-office* to assist in making your business and data accurate, and to boost the Intelliflo Office functionality you’re then able to utilise.

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Why use Circadian services?


Dedicated focus

Dedication & focus

Circadian can help you focus on the business of doing business. Our clients are used to payments arriving seamlessly. It makes their businesses more efficient and gives them a better insight into various areas of their business.
Our experience

Our experience

The Circadian team have many years experience in the Financial Services industry, and have been working on Intelliflo Office since its release. We have built up tried and tested methods, specialist skills that have helped many firms across the UK to get the most from their back office system, and in the most efficient manner.
Always deliver

Always deliver

In the early stages, we believe it is essential to take the time to fully understand your business. To us, that means listening, and learning about what makes your people and processes unique.
Good relationships

Great relationships

Our business is based around building great relationships so service is important. We believe that is built on prompt response times and we aim to over deliver all the time, every time.