literature library
We aim to ensure all of our functionaliry is available online. This ensures ease of use, reduction of completion and processing time when compared to paper based applications and documents, and less enviromental impact. Sometime though, paper is required.
fully online
Intelligent Money has it own in-house software that enables fully online processing of all illustrations, applications, withdrawals and all other instruction.
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It also enables you to see instand Management Information on your clients, their holdings and your fees. If you do not currently use this system then please contact us and a team member will register you and walk you though the process.
paper solutions
Whilst weall prefer the enviromently friendy and streamlined online approach of online functionality, sometimes there is still a requirement for paper.
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Whether this is due to requirements for wet signatures or simply software development restraints we will always ensure the documents and forms you need are available at your fingertips.
