System
Intelligent Interface is a unique, innovative, online system that:
- Simplifies the process to become a client or to join our advisor network
- Streamlines the process of connecting clients with a number of possible advisors so clients choose whom they would like to engage
- Consolidates all the client and advisor information for easy online updates and access
- Ensures confidentiality and compliance
- Manages consulting engagements, billing, payments and coordination.
Learn more about our system and:
