BOOST INTELLIFLO OFFICE FUNCTIONALITY

New business processing for financial advisers

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New Business Processing

Looking for help in adding your new business and fee expectations onto IO?

Our experience of Intelliflo Office, means that we are able to use the most up to date methods and processes, to add your new business onto IO and ensure that it is correctly set up to match up your fee & commission expectations.

These service cover:

  • Adding Clients
  • Updating clients personal details
  • Adding Plans
  • Updating plan details, including policy number, product or start/end dates
  • Adding Fee Expectations
  • Creating binders
  • Uploading documents
  • Adding funds & valuations

How Circadian can help

Utilise our knowledge of IO, short or long term business options available, to bring your system up to date and with ongoing processes to help you maximise your back office system and minimise manual intervention.

Speak to Tim on 0845 4750 905 or email tim@circadian-rm.com

Our Services

Service Schedule

Questions answered

For common questions answered please view our FAQs page or send us a message.

FAQS

Financial firms we support

What our clients say...

Good value for money, highly recommended.

We’re delighted that we outsourced our Income Management to Circadian. It’s freed up staff to work on more value-adding activities and means that we no longer have to deal with the majority of those monthly irritating income issues. We always find Tim and team to be extremely knowledgeable, responsive and efficient. They’ve provided helpful advice about non-income related issues on IO at times, too. Circadian delivers good value for money and we highly recommend them to other firms.!

Emma Ley, Exeter

Professional service delivered in a timely manner

We have been using Circadian for around 8 years. It saves me a lot of time and effort to have them reconcile our income on a monthly basis. We also receive assistance when the RMAR / Gabriel return is required. Tim and his team are very professional, but friendly!

Gillian Henderson, Dundee

Inteliflo Training

We used Circadian and Tim Gale for Inteliflo training, specifically around the income side of the system. Tim was very helpful and helped confirm our understanding of the system. We will definitely use Tim again for further training needs.

John Connor, Hagley, Worcestershire

Life Is Too Short. Let others help you do the things that matter to your clients

We started in 2017. We had so much to learn about running our own company, matching payments was not high on the agenda, even though you would have thought it should be one of the top 3 at least. Tim and his Circadian team had taken that pressure off us. Every month, Chris will match all our payments that are both on IO as EDIs, or any other manual statements. Our Gabriel Returns done on time. One less item on our To-Do list every month. We have recommended other firms to use them already!

Dennis Tam, London

Excellent Service

Cirdadian have helped us for a few years reconciling our fees, and are always very efficient each month. They have also helped us with issues we have had along the way, always happy to help and quick to respond. Don't know what we would have done without them. We would highly recommend their services.

Karen Anderson, Wirral

Very impressed

I would like to acknowledge how impressed I have been with the knowledge and professionalism I have experienced during my dealings with Tim at Circadian. He provided me with the training which has enabled me to be competent in using the system I work with. I have had to ask questions since my training and Tim always provides a prompt response which is invaluable. It is not often that you come across a company that provides such excellent service so I thank you for this.

Michelle Fotheringham, Glasgow

Easy to work with

Tim and his Circadian team, have been easy to work with, and produce the required figures on Intelligent Office in relation to commission/fee reconciliation. This is substantial job which we have been very happy to pass over to them. They have carried out this task diligently and efficiently. I would be happy to recommend them to anyone looking for this service.

Donalda Mackintosh, Kincardineshire

Circadian have the in-depth knowledge of Intelligent Office Software

Since partnering with Circadian we now have the assurance that our income reconciliation will be administered promptly and professionally. They have the in-depth knowledge of Intelligent Office Software therefore their service to its users is mutually beneficial. They are a leading service provider in this niche back-office functionality. Our Best wishes for continued success of the Circadian Team.

Aru Sinha, London

Outsourced since 2017

Since outsourcing our Income Reconciliation to Circadian in 2017 it has freed up a significant amount of my time and cost to the business. We have reduced the risk of having one person responsible for this process and can fully rely on Circadian to complete this process on time and accurately.

Steve Slough, London

It was a good decision to work with Circadian

The help and assistance I’ve had from Circadian has been wonderful. Their knowledge of iO has been extremely useful beyond income reconciliation. It was a good decision to work with them because knowing they are helping in the background is very reassuring.

Malcolm Coury, Cambridge

Great support with Intelligent Office, highly recommend!

Having gone live with Intelligent Office we needed extra training and support to get our income and commission payments set up. Tim at Circadian was recommended to us and have never regretted making contact. His depth of technical knowledge and endless patience has proved invaluable to our business. Quite frankly I don’t know how we’d have got by without him! I have no hesitation in recommending Tim and his team to any IFA firm.

Helen Cooke BSc (Hons) ALIBF Cert PFS, Managing Director

Outsourcing some key components

After 22 years of working under an umbrella IFA firm, the prospect of managing our own fee’s and commissions was certainly a daunting one. The correct decision was therefore made by us to outsource some key components of this function - and we have been extremely happy with the way that this has been handled from day 1. We would recommend Circadian to similar IFA firms as we value both their work and their integrity.

Sean O'Connor, Bristol

Income and commission payments support

Tim at Circadian was recommended to us to help us through using income and commission payments on Intelliflo office. Our initial thoughts on the system was that it would be impossible to learn but with Tim’s expertise we are happily using the Income system and love the results we are getting. We highly recommend Circadian to anyone embarking on using the iO system.

Allison Doherty, Client Relationship Manager

Great company to work with

Tim and his team at Circadian support us with our commission and fee reconciliation on Intelligent Office. We find them very easy to deal with and receive quick answers and responses to any queries that we have. Our payments are reconciled accurately and on time each month and have helped us attain a high adviser score on the IO index for Income. Using the services of Circadian gives us access to their expertise and allows us to focus on financial planning with our clients.

Sarah Elson DipPFS, Chartered MCSI