How we Support

Support offered by IBOSS

Making it easier for you to manage your clients and their investments, more profitably.

IBOSS offers support focused in three main areas:

Pre-sales support

  • Provision of white labeled client specific report templates
  • Provision of client specific investment comparisons
  • Building the client on site
  • Maintaining the client on the providers wrap
  • Generation of quotes and online documentation

To read more about our support service click here 

White labeled client review service

  • On going white labeled quarterly review service, via either eSwitch or post
  • Client switching and rebalancing
  • Information gathering regarding changes in client circumstances
  • Text reminder service for non respondants
  • Provision of audit trail following close of quarter

To read more about our client review service click here 

Investment management service

  • The IBOSS investment proposition including fund selection, asset allocation and portfolio construction across all tax wrappers

To read more about our investment proposition click here

Portfolio Management Service - Monthly Performance Update

Our latest performance figures are available to view online, why not take a look, generally with out performance across the board we're sure you won't be disappointed.

Testimonials

Don't just take our word for it. Take a moment to see what advisers say…

“IBOSS helps us to address a number of concerns raised by the regulator”

Connect:

Links to our social media platforms.

You're welcome to join us!

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