Products
Intelledox is a leading document creation platform built on Microsoft technology, engineered to make complex data come together in documents swiftly and seamlessly, saving you time and money, ensuring consistency of content and minimising the risk of error.
Imagine a document creation solution that ensures every document, statement, contract, and item of correspondence is compliant, correctly formatted, and contains only the content you want it to have, every single time.
Imagine that it integrates seamlessly with your other line of business systems so that information flows in and out, being stored, retrieved, re-used and stored again with little effort on your part.
Imagine that it requires no scripting and leverages off the skills your people already have in Microsoft Word.
That's the Intelledox solution.
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ATEB suitability is an intelligent suitability letter generator, designed to offer Financial Advisers a simple, yet comprehensive tool, to help streamline their advice process. ATEB suitability has been developed using cutting edge intelligent document creation software, combined with the expertise of leading compliance experts, to offer a fresh approach to the production of suitability letters which are both comprehensive and personalised.
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