Training can be delivered in person at your office or online using Teams or Zoom. Sessions are based on where your firm currently stands with intelliflo office. This works for both new and existing users. We cover the day-to-day tasks involved in income reconciliation, check that everything is set up properly, and fix any issues that may be causing problems. See our service schedule for intelliflo.
We’ve over 20 years of running income processing teams, looking after firms & advisers on a regular basis, we look to share this knowledge and experience in a friendly, professional and practical manner. The sessions can be spread over multiple sessions, with bespoke agenda’s to meet your requirements.
