Remuneration Management with intelliflo office & Administration Service

INTELLIFLO & PLANNR

Remuneration management

Struggling to implement Intelliflo Office or Plannr? We help you get up and running quickly with structured training, a dedicated helpdesk, and ongoing operational support, including day-to-day reconciliations.

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Business EfficiencY

Configuration & admin

To improve the quality of client and plan data on intelliflo office and increase the level of automation. Our project strategy is split across two areas of intelliflo office data management - Data Quality & Automated Valuations.

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Training Excellence

Back office training

Take advantage of our expertise in intelliflo office, income processing and system configuration with one of our project consultancy days. We’ll help improve efficiency, increase your use of available functionality and maximise automation, saving you time and money.

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Boost Functionality

New business processing

We offer a range of client service skills for short or long-term data cleansing or business inputting projects. We provide specialist account managers remotely and in-office to help make your business and data accurate, and boost the intelliflo office functionality.

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support for your team

The Circadian helpdesk

We provide a reliable UK-based IT helpdesk that supports intelliflo office users with fast, dependable technical help — improving efficiency, reducing delays, and helping teams use their systems with more confidence and skill.

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Why Circadian?

Why firms choose Circadian for Intelliflo and Plannr support.

Dedicated
support

Focus on running your business while we ensure your CRM and remuneration processes run smoothly behind the scenes.

Deep industry experience

Our team has many years of experience in financial services and extensive hands-on expertise with Intelliflo Office.

Consistent
delivery

We take the time to understand your processes and provide consistent, dependable support you can rely on.

Trusted
partnerships

We build long-term relationships with our clients through responsive communication and a commitment to delivering real value.

Meet the CRM experts

The people behind Circadian’s specialist CRM support for financial advice firms.

Our Team

Tim

Director of Account Services

Specialist Subjects: Training Delivery, Product Provider EDI Liaison, Query Handling

Our Team

Matt

Head of Account Management

Specialist Subjects: Unallocated Reporting, Fee processing, DFM Fee Management

Our Team

Dave

Head of Network Accounts

Specialist Subjects: Split Templates, Unallocated Reporting, Agency Management

Making intelliflo office
work better... ...expert Plannr fee reconciliation support

Independent training, configuration and remuneration support for financial planning firms.

Trusted by financial professionals nationwide

Helping financial firms get more from intelliflo and Plannr

INTELLIFLO & PLANNR