We will share the benefits of using fee models to avoid input errors and show examples for adding and handling a variety of fee types and commission. Finally, we will demonstrate how to add income splits across common scenarios for accurate reporting.

Pre-requisite knowledge/webinar: None

Recommended for: All users & income managers

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We will explore the benefits of using fee models to avoid input errors. We will then show you how to configure your own fee models across a range of scenarios, enabling you to match your fee charging structure.

Pre-requisite knowledge/webinar: Adding fees, commission & income splits

Recommended for: System administrators

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Learn how to allocate income efficiently, consider the reasons why allocation may fail and how to fix these issues. You will also discover how this process is a key driver for your RMAR reporting accuracy.

Pre-requisite knowledge/webinar: Adding fees, commission & income splits

Recommended for: Income managers

When you receive a payment into your bank account from a provider or client, this will be recorded as a cash receipt. We will demonstrate how to match these to statements and fees, explore common reasons why this may not work and how to fix the issues.

Pre-requisite knowledge/webinar: Allocating income to the client fee & plan

Recommended for: Income managers

You may need to record commission clawbacks from a provider, or make an adjustment after month end. We will demonstrate how to tackle this across common scenarios, and explore the consequences on your reporting if not done correctly.

Pre-requisite knowledge/webinar: Prior experience of reconciling income using intelliflo office

Recommended for: Income managers

We will demonstrate best practice for locating the outstanding balance of fees and generating an invoice for them. We will also highlight the additional options available and explore the process for anyone using debt management functionality.

Pre-requisite knowledge/webinar: Adding fees, commission & income splits & creating your own fee model

Recommended for: All users

28 June, 10am

In this webinar we will look at best practice for recording a top-up and 'Bed & ISA'. This will ensure recommendations pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

28 June, 2pm

Creating invoice templates within Document Designer will save you time and effort by pulling through the data you need automatically from the client record in intelliflo office.

Recommended for: individuals who build templates using Document Designer.

30 June, 10am

This webinar will focus on best practice when recording income drawdown. This will ensure recommendations are recorded and pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

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Lorem ipsum dolor sit amet consectetur, adipisicing elit. Aspernatur voluptatibus minima amet vel officiis placeat modi sapiente voluptate repellendus. Placeat, nam quam ducimus nulla rerum incidunt. Vitae, consequatur iure. Repellat!