White Room

PLATFORMS, ADVISERS & THEIR CLIENTS

Outdoors Meeting

ADVISERS

We offer a full end to end online quotation, apply and management system which can connect to the platform of your choice.

Our products can be used on an open architecture basis with any underlying investments (providing they are FCA Standard Assets which meet our terms) or with our own, low cost, range of investments.

PLATFORMS

Intelligent Money provides full online integration with your platform via API feeds. The entire process is seamless and can be fully branded.

Speak to our team today to discuss your requirements. All of our software is in-house and bespoke, created and managed by our internal team who can assist you with end-to-end integration.

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ADVISER CLIENTS

If you are the client of a financial adviser you should contact them directly regarding your accounts.

If you have lost touch with your financial adviser www.fca.org.uk/consumers/finding-adviser can help you find a new one. Alternatively look though our website or enquire about becoming a direct client with Intelligent Money.