RISK WARNING
All VCT, EIS, SEIS, and Business Relief qualifying investments are high risk and are not suitable for most clients. They are illiquid investments and Investors’ capital is at risk.

Kuber’s integration with Intelligent Office is now live!

You asked. We delivered.

Intelligent Office

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:

  • Deployments
  • Share Purchases
  • Company Share Valuations
  • Returns

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?

  1. Download the Kuber integration app in the iO Store (it’s free!). Click Here
  2. Send your Adviser Registration form to Kuber (new advisers only).
  3. Notify Kuber that you would like to enable the integration (cs@kuberventures.com).

Want to know more?

Ask for a demo today!

+44 (0) 20 7952 6685
info@kuberventures.com

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.