Dedicated Support
The Intuitive Team have been supporting financial advice firms with outsourced administration since 2014.
We know that continuity and professionalism is important to you, which is why you’ll be supported by a single dedicated administrator, on an ongoing basis. Your dedicated administrator will learn about your business, your specific requirements and your internal processes. Your dedicated administrator will also use your licences, and the access rights that you supply, in much the same way as if they were an employee of your firm working remotely.
Our Experience
Every member of our team has substantial industry experience, along with a solid understanding of products, compliance, regulation and data protection.
We have access to a huge array of tools that help us to be efficient and productive, and we work hard to continuously learn new skills. If we need to learn a new back-office system or investment platform in order to support you, we’ll do this in our own time. Â
For additional peace of mind, you can speak with your administrator before proceeding. This gives you an opportunity to find out more about their experience within the Financial Services industry, in order to consider whether their skills and knowledge might be suitable for your needs.
Flexible Contract
Our “pay-as-you-go” contract means that you’re never tied to the service, ensuring our customers remain with us because they value what we do.
Your administrator will reserve time for your work based on your average usage, but you’ll only pay for the time actually used. We’ll send you a weekly summary outlining the work undertaken on your behalf. Our dedicated support service is best suited to firms who need regular ongoing support, rather than ad-hoc or occasional assistance.
ServicesÂ
– Adviser Administration Support
– SJP Partner Support
– Project Support
– Novation Support
– LOA Submission Guide (Free)
– Provider Address Book
Breaking News: New AI TOOL
We have a licence for a tool that can read LOA plan information & automatically provide a summary of the data in seconds. It’s our first step towards embracing AI technology, and exploring how it might make us more efficient, in supporting our advice firms.
It’s early days, but in the coming weeks we’ll be reaching out to the firms who use our service, with more details.
In the meantime if you haven’t had an email, and if this sparks your interest, get in touch.
  
   