Remuneration Management services for financial advisers


Remuneration Management

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.

We take on the whole process, from start to finish and make the implementation of a new system as simple and painless as possible. We know how important it is that you focus your energy on your clients and can help you to achieve that even through periods of change.

This service covers:

  • Income Reconciliation
  • Setting up fee models
  • Bank statement importing & matching
  • Statement processing
  • Payment run & month end processing
  • RMAR reporting & troubleshooting
  • Intelliflo Office training (On-Line & In-House)
  • Bespoke MI reporting
  • Daily unallocated
  • Fee & retainer set up and reconciliation
  • Simplified split arrangements
  • Helpdesk
  • Provider & EDI liaison
  • Statement chasing
  • Regular or One-off adjustments
  • Tenant configuration
  • Recommended starter “setup” package for new users

How Circadian can help

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.

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.

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

Our Services

Service Schedule

Service Schedule

Circadian service schedule for template financial planner firm.


Service Schedule

Questions answered

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


Financial firms we support