Virtual support services for Independent Financial Advisors
General Administration
Your admin, completely taken care of
Running a practice means paperwork never stops. We take the full administrative burden off your plate — handling new business processing, provider correspondence, fund switches, and report writing so you can stay focused on clients. Ad-hoc holiday cover is also available.
✓ New business processing and submission
✓ Provider relationship management
✓ Fund switch administration
✓ Report writing and record keeping
Income Reconciliation
Every penny accounted for, every month
Chasing missing income is time-consuming and error-prone. We upload cash receipts, reconcile them against provider statements, and produce a clear monthly report — with ad-hoc and holiday cover available when you need it most.
✓ Cash receipt uploading and matching
✓ Provider statement reconciliation
✓ Monthly income reporting
✓ Ad-hoc and holiday cover included
Database Assessments
Find out exactly what your data is telling you
Poor data quality is a compliance risk you might not even know you have. We audit your back-office system end to end, surface gaps and inconsistencies, and give you a clear, prioritised action plan to put things right.
✓ Full back-office data audit
✓ Gap and inconsistency identification
✓ Risk and compliance assessment
✓ Clear improvement recommendations
Intelliflo Data Cleansing
A cleaner system. A faster practice.
Messy Intelliflo data creates inefficiencies across your whole business. We systematically work through your database — correcting, standardising, and optimising records so your system works accurately and your team works more efficiently.
✓ Systematic record correction and standardisation
✓ Client and policy data optimisation
✓ Duplicate and error removal
✓ Ongoing or one-off cleansing available
Intelliflo Dcument Design
Client documents that reflect your brand
First impressions matter. We build bespoke, professional templates directly within Intelliflo's Document Designer — from client review packs and suitability reports to letters and meeting notes, all aligned to your firm's identity.
✓ Bespoke template build in Intelliflo Document Designer
✓ Review packs, suitability reports, and letters
✓ Brand-consistent design throughout
✓ Editable and reusable for your whole team
Process and Task Management
Create workflows that actually work
Inconsistent processes lead to missed steps and compliance gaps. We advise on how to structure your workflows within Intelliflo — building task sequences, setting up pipelines, and ensuring nothing falls through the cracks.
✓ Workflow design and documentation
✓ Intelliflo task and pipeline setup
✓ Process mapping for key advice journeys
✓ Practical guidance your team can follow
Intelliflo Training
Confident teams get more from Intelliflo
Most practices only use a fraction of what Intelliflo can do. We deliver hands-on, practical training tailored to your team's current level — whether you're just getting started or looking to unlock more advanced functionality.
✓ Training tailored to your team's needs
✓ Covers core and advanced Intelliflo features
✓ Practical, hands-on sessions
✓ Available for new starters and experienced users
Valuation Management
Accurate valuations. Informed clients. Smooth reviews.
Keeping on top of client valuations is essential for compliant, client-centred advice. We prepare and manage valuations within your system, ensuring your review cycles run to schedule and your clients always have an up-to-date picture.
✓ Valuation preparation and system management
✓ Review cycle scheduling and tracking
✓ Accurate, up-to-date client portfolio data
✓ Supports compliant advice and client reporting
About IFA Outsource
The person behind your back office support.
Meet Jo Pearce - 30 years of financial services experience, dedicated to helping IFAs work smarter.
History and experience ➜