We will explore how to record employment details, assets & liabilities, budget and mortgage details within the fact find. We will also share answers to frequently asked questions relating to these areas.

Pre-requisite knowledge/webinar: The fact find journey

Recommended for: All users

We will explore how to record protection details, retirement & investment information and estate planning within the fact find. We will also share answers to frequently asked questions relating to these areas.

Pre-requisite knowledge/webinar: The fact find journey

Recommended for: All users

We will explore the benefits of recording attitude to risk within the fact find and demonstrate how to record this information using three potential methods, depending on how your organisation sets up your templates.

Pre-requisite knowledge/webinar: None

Recommended for: All users

We will show you how to configure attitude to risk templates across three different methods.

Pre-requisite knowledge/webinar: Recording attitude to risk

Recommended for: System administrators

We will demonstrate how to record trust goals & objectives, risk preferences, assets & liabilities, & existing products. Finally, we will create a compliance ready PDF fact find.

Pre-requisite knowledge/webinar: Updating the trust fact find part one

Recommended for: All users

You will discover how to configure the trust fact find for your organisation and customise to suit your organisation needs.

Pre-requisite knowledge/webinar: Updating the trust fact find parts one & two

Recommended for: System administrators

29 November, 10am

This session will highlight our recommended practices in the following circumstances: those occasions where this a need for the provider to take back payments and making an income adjustment after locking down month end.

Recommended for: income managers.

30 November, 10am

During this interactive webinar you will learn about the power of using document designer to build document templates; different types of templates you can create within your organisation and how to install the document designer plugin to get you started.

Recommended for: document designer 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!