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Review for Steve – Intelliflo Support
Just wanted to say a big thank you to Steve from the Intelliflo support team. He’s been super helpful and patient, and always takes the time to make sure things are properly sorted. Really appreciate his clear guidance and friendly approach — makes dealing with support so much easier!
siddharth shah,
Pinner , Banyan Financial
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★
★
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Outstanding service from Steve
Steve has endured multiple video calls with me haphazardly bouncing around the I/O system. He always provides a timely response to my cries for help and has shown great patience with me whilst we walk through whatever it is I need.
His understanding of the system and can do attitude is five star!
A real gentleman with great communication skills and a warm personality.......even when we discuss Leeds United losing again!
Would have even more grey hairs if it weren't for Steve!!
Lee Stunell,
East Sussex, Protect & Lend t/a Investments & Pensions
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★
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Implementation of Intelliflo Workflows
Manisha's professionalism in implementing Workflows within the Intelliflo system for our company was outstanding. She demonstrated skill and dedication, ensuring the system was tailored perfectly to our needs. She guided us through how to build a workflow step by step so that we were confident in rolling out the process.
I would highly recommend her services to anyone seeking expertise in this area.
Jenny Gray,
Chesterfield, Kirrage Williams Ltd
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★
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Consultant Review
We recently had Manisha visit the office to assist our team with integrating the IO system into our practices more efficiently. Manisha was very friendly and helpful. Manisha started with an overview of how we are currently using the system and then advised how we could better utilise the system and what we could do to save time. Manisha identified a good place for us to start our improvements and a roadmap for the ongoing journey. We look forward to working with Manisha again in the future.
Hannah Bateman,
Sevenoaks, Foxgrove Associates Limited
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Support as it should be
In depth support of the systems is priceless. I truly believe time spent getting expert guidance on the system, increases revenue. Great so far and i'll be back for more.
Mark Andrews,
West Sussex, Finance Energy Limited
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iO to Plannr migration of income reconciliations
Tim and the team (Chris and Dave) at Circadian have been first-class in supporting our migration from iO to Plannr. They have been positive and constructive in what has been a less than straightforward process. They have been 'can-do' and built process and structure to deliver to our business needs. Well done and keep up the good work.
Neal Hall,
London, Atherton York
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★
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Great company to work with
Tim and his team at Circadian support us with our commission and fee reconciliation on Intelligent Office. We find them very easy to deal with and receive quick answers and responses to any queries that we have. Our payments are reconciled accurately and on time each month and have helped us attain a high adviser score on the IO index for Income. Using the services of Circadian gives us access to their expertise and allows us to focus on financial planning with our clients.
Sarah Elson DipPFS Chartered MCSI,
Wetherby, Berry & Oak
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Income and commission payments support
Tim at Circadian was recommended to us to help us through using income and commission payments on Intelliflo office. Our initial thoughts on the system was that it would be impossible to learn but with Tims expertise we are happily using the Income system and love the results we are getting. We highly recommend Circadian to anyone embarking on using the iO system.
Allison Doherty,
Client Relationship Manager, FM Ltd
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Outsourcing some key components
After 22 years of working under an umbrella IFA firm, the prospect of managing our own fees and commissions was certainly a daunting one. The correct decision was therefore made by us to outsource some key components of this function - and we have been extremely happy with the way that this has been handled from day 1. We would recommend Circadian to similar IFA firms as we value both their work and their integrity.
Sean O'Connor,
Bristol, The Medical Partnership
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Great support with Intelligent Office, highly recommend!
Having gone live with Intelligent Office we needed extra training and support to get our income and commission payments set up. Tim at Circadian was recommended to us and have never regretted making contact. His depth of technical knowledge and endless patience has proved invaluable to our business. Quite frankly I don’t know how we’d have got by without him! I have no hesitation in recommending Tim and his team to any IFA firm.
Helen Cooke BSc (Hons) ALIBF Cert PFS,
Managing Director, de Carteret Wealth Ltd
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It was a good decision to work with Circadian
The help and assistance Ive had from Circadian has been wonderful. Their knowledge of iO has been extremely useful beyond income reconciliation. It was a good decision to work with them because knowing they are helping in the background is very reassuring.
Malcolm Coury,
Cambridge, Dartington Wealth
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Outsourced since 2017
Since outsourcing our Income Reconciliation to Circadian in 2017 it has freed up a significant amount of my time and cost to the business. We have reduced the risk of having one person responsible for this process and can fully rely on Circadian to complete this process on time and accurately.
Steve Slough,
London, Blackswan
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Circadian have the in-depth knowledge of Intelligent Office Software
Since partnering with Circadian we now have the assurance that our income reconciliation will be administered promptly and professionally. They have the in-depth knowledge of Intelligent Office Software therefore their service to its users is mutually beneficial. They are a leading service provider in this niche back-office functionality. Our Best wishes for continued success of the Circadian Team.
Aru Sinha,
London, Bradbury Hamilton
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Good value for money, highly recommended.
We are delighted that we outsourced our Income Management to Circadian. Its freed up staff to work on more value-adding activities and means that we no longer have to deal with the majority of those monthly irritating income issues. We always find Tim and team to be extremely knowledgeable, responsive and efficient. They’ve provided helpful advice about non-income related issues on IO at times, too. Circadian delivers good value for money and we highly recommend them to other firms!
Emma Ley,
Exeter, Seabrook Clark
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Professional service delivered in a timely manner
We have been using Circadian for around 8 years. It saves me a lot of time and effort to have them reconcile our income on a monthly basis. We also receive assistance when the RMAR / Gabriel return is required. Tim and his team are very professional, but friendly!
Gillian Henderson,
Dundee, Medical & Dental
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inteliflo Training
We used Circadian and Tim Gale for Inteliflo training, specifically around the income side of the system. Tim was very helpful and helped confirm our understanding of the system. We will definitely use Tim again for further training needs.
John Connor,
Worcestershire, JWC
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Life is too short. Let others help you do the things that matter to your clients
We started in 2017. We had so much to learn about running our own company, matching payments was not high on the agenda, even though you would have thought it should be one of the top 3 at least. Tim and his Circadian team had taken that pressure off us. Every month, Chris will match all our payments that are both on IO as EDIs, or any other manual statements. Our Gabriel Returns done on time. One less item on our To-Do list every month. We have recommended other firms to use them already!
Dennis Tam,
London, Bluezone
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Excellent Service
Cirdadian have helped us for a few years reconciling our fees, and are always very efficient each month. They have also helped us with issues we have had along the way, always happy to help and quick to respond. Dont know what we would have done without them. We would highly recommend their services.
Karen Anderson,
Wirral, Blackbear
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Very impressed
I would like to acknowledge how impressed I have been with the knowledge and professionalism I have experienced during my dealings with Tim at Circadian. He provided me with the training which has enabled me to be competent in using the system I work with. I have had to ask questions since my training and Tim always provides a prompt response which is invaluable. It is not often that you come across a company that provides such excellent service so I thank you for this.
Michelle Fotheringham,
Glasgow, Advice & Wealth Management
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Easy to work with!
Tim and his Circadian team, have been easy to work with, and produce the required figures on Intelligent Office in relation to commission/fee reconciliation. This is substantial job which we have been very happy to pass over to them. They have carried out this task diligently and efficiently. I would be happy to recommend them to anyone looking for this service.
Donalda Mackintosh,
Kincardineshire, AMLP
