You asked. We delivered.
Here’s a little music for your ears…the days of manually inputting Kuber portfolio data into Intelligent Office (iO) are over.
Our digital Kuber applications can now be linked to the iO ‘plans’ youcreate and all investment data will automatically feed through to your client’s records.
Now you’ll be able to conveniently monitor the following from Intelligent Office:
- Share Purchases
- Company Share Valuations
Furthermore, you can also pull your iO client data through to pre-populate our digital application and not only reduce the time it takes, but also reduce the risk of incorrectly keying information.
With the combination of the client data feed and our new digital illustrations pre-populating the investment details too, we’ve taken pre-populated applications to a whole new level.
Keen to get started?
- Download the Kuber integration app in the iO Store (it’s free!). Click Here
- Send your Adviser Registration form to Kuber (new advisers only).
- Notify Kuber that you would like to enable the integration (email@example.com).