Please read this important information regarding Intelligent Money in response to COVID-19

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Online Integration

Whilst we offer traditional investment
management, we ensure every aspect
of our service is fully available online

Completely Online

Intelligent Money has developed IMAP (Intelligent Money Administration Portal), a sophisticated, yet simple and intuitive, fully online (paperless) management tool for advisers and their clients.

Illustrations, applications and transfers, client management and document storage are all accessed, delivered, actioned and stored by  IMAP via a simple, secure, online interface.

Your clients can also access their own IMAP view for their daily valuations, holdings and all documents relating to their investments – on their desktop, tablet or phone.

So whilst you and your clients have the reassurance that comes with a traditional investment management service, you also have the benefit of secure online management and access.

To find out more or register with us for for IMAP, please contact us on 0115 94 84 200. If you are a large firm looking for API connectivity please ask for Marcus Waldram or Alex White.


COVID-19 UPDATE

Following the Government lockdown announcement, we will be closing our offices this evening, Monday the 23rd March 2020.

We will continue to ensure that all pension, ISA and GIA withdrawals will be paid to clients on time and all online applications and instructions will remain automatically processed during this period. So, in this respect, business will continue as usual.

Our loyal team will remain on the payroll whilst they are temporarily unable to work, whilst certain key members will remain on hand remotely to ensure that no client is adversely affected (though this may naturally impact on response times).

Please also note that our main office building has also been shut down (we are located within a national museum) and we are therefore not currently able to receive any post as normal.

We thank you in advance for your understanding during this difficult time and for all enquires during this period please contact the most relevant email address as listed below: