intelliflo - On Demand Webinars: Working With Reports

Training on-demand

Working with reports

Headline 22 pt

Lorem, ipsum dolor sit amet consectetur adipisicing elit. Natus ipsa, ex voluptate cupiditate officia necessitatibus rem similique illo neque quas quis dolore saepe nisi fuga reprehenderit veritatis explicabo non officiis.

Lorem ipsum dolor sit, amet consectetur adipisicing elit. Dolore autem eaque nesciunt nihil perferendis ab optio. Labore, eius reiciendis, vero hic corporis qui unde cupiditate quisquam adipisci animi, asperiores sed.

Lorem ipsum dolor sit amet consectetur adipisicing elit.

Headline 16pt

Lorem ipsum dolor sit amet consectetur adipisicing elit. Alias architecto eveniet laborum vitae, repellat sit beatae!
Aliquam quisquam recusandae rerum amet, dignissimos vel adipisci! Numquam voluptatum voluptates quae exercitationem pariatur.
Officia, dolorum. Explicabo nostrum sunt autem nisi vel deleniti ab corporis nemo, ea blanditiis vero velit! Magnam accusantium ullam excepturi
Fugiat, totam vero deleniti at veritatis neque odio? Suscipit nobis similique, nam at saepe minus facilis odit nisi! Quaerat
Ratione quia, vel dolorum voluptatem alias sit quibusdam delectus placeat sunt, vero deleniti et consequuntur culpa saepe labore veniam, tenetur explicab

Heading 16pt

Form header 1

Headline 22pt

Lorem ipsum dolor sit amet consectetur adipisicing elit.
Aliquam quisquam recusandae rerum amet, dignissimos vel adipisci! Numquam voluptatum voluptates quae exercitationem pariatur.
Officia, dolorum. Explicabo nostrum sunt autem nisi vel deleniti ab corporis nemo, ea blanditiis vero velit! Magnam accusantium ullam excepturi

Heading 16pt

Form header 2

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Eius laboriosam non asperiores error sapiente ullam possimus.

Heading

office

Free up time

to focus on
your business

Heading 16pt

Lorem ipsum dolor sit amet consectetur adipisicing elit.
Aliquam quisquam recusandae rerum amet, dignissimos vel adipisci! Numquam voluptatum voluptates quae exercitationem pariatur.
Officia, dolorum. Explicabo nostrum sunt autem nisi vel deleniti ab corporis nemo, ea blanditiis vero velit! Magnam accusantium ullam excepturi

Heading 16pt

Form header 3

Heading 16pt

Lorem ipsum dolor sit amet consectetur adipisicing elit. Eaque, consectetur beatae voluptatum voluptatibus voluptatem dignissimos nemo quod architecto fugit. Nostrum fugiat recusandae pariatur, eius quis ad modi, atque a tempore!

Heading 16pt

Key MI reports – leads & clients

We share our recommendations on a range of key reports relating to lead and client data, enabling you to analyse your data effectively.

Pre-requisite knowledge/webinar: None

Recommended for: All users

Key MI reports - income

We share our recommendations on a range of key reports relating to income, enabling you to analyse your data effectively.

Pre-requisite knowledge/webinar: None

Recommended for: All users

Key MI Reports - compliance

In this webinar we will look at which reports you can use to review completed business, adviser performance, file checking and complaints.

Pre-requisite knowledge/webinar: Introduction to using compliance - post advice checking

Recommended for: Compliance managers

Using the RMAR report effectively

We break down the RMAR report sections to recognise where the data feeds from. We also show you how to use the RMAR detail report to interrogate your raw data and provide some troubleshooting tips to fix any discrepancies. This valuable information will help you to prepare your RMAR report for regulatory reporting.

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

Recommended for: Income managers

Configuring the portfolio report

You can amend the portfolio report template to suit your organisations needs, and create different template versions. We show you how to configure the report settings and permissions to achieve this.

Pre-requisite knowledge/webinar: Managing & troubleshooting valuations

Recommended for: System administrators

Creating UDMI reports

The User Defined Management Information function allows users to create their own reports. We will focus on how to create a UDMI report from start to finish.

Pre-requisite knowledge/webinar: None

Recommended for: All users

Creating a fact find

Coming soon...

Creating invoices

Coming soon...

Personalising suitability reports

Coming soon...

Understanding variables

Coming soon...

Document Designer: Creating signatures

23 June, 2pm

You can create signatures using snippets in Document Designer, meaning users can select whose signature will appear on a letter. This webinar will provide instructions and guidance so you can create your own.

Recommended for: individuals who build templates using Document Designer.

Best practice: Recording a top up and Bed & ISA

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.

Document Designer: Creating invoices

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.

Creating UDMI reports

29 June, 10am

There are many standard MI reports you can generate within intelliflo office but on occasion you may have a need to create a bespoke report to retrieve specific data. This webinar will show you how to build reports and add to your library.

Recommended for: system administrators.

Best practice: Income drawdown

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.

Heading

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!

Heading

Lorem, ipsum dolor sit amet consectetur adipisicing elit. Nisi itaque, sapiente, qui perferendis quidem aliquid quia fugit fuga vero, magni in veritatis aliquam. Laboriosam aspernatur incidunt quo blanditiis sint laborum.

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Deserunt ratione ipsa ut maxime odit impedit, reiciendis quidem at doloremque autem aliquid dolor alias magni perferendis ab assumenda, beatae molestiae a!

Heading

Lorem ipsum dolor, sit amet consectetur adipisicing elit. Debitis quam ullam neque magni, voluptatum quasi commodi ex illo, tempora aut impedit incidunt similique dolor, veritatis tenetur officia saepe inventore dolorum?