Intelledox featured in CASA’s internal newsletter “Casawary” on the 5th August 2010:

By Will Henley via MoneyMarketing.co.uk

Defaqto has improved suitability letters within its Aequos Engage software by incorporating a new type of document software.
 
The ATEB Suitability software is a special version of document creation software Intelledox.

Defaqto says the suitability report templates it can now issue have proved “extremely robust” in compliance terms. It says when used in conjunction with Intelledox they virtually eliminate the possibility of error.

ATEB director Huw Reynolds says: “The industry has been crying out for this type of software for years. Existing report generators are all well and good, but there is too much reliance on user input and hence error rates are high. Intelledox virtually eliminates errors by forcing the user through a simple ‘wizard’ type interface. Letters are produced more quickly and the work can be delegated. The result is a quality end product every time. As suitability reports are an essential risk management tool, this software provides a significant advance.”

Alan Kerr Financial Services principal Alan F Kerr says: “When Defaqto asked me to take part in the pilot scheme using ATEB Suitability within Aequos Engage I was sceptical about the claims being made for the Report Writer. However, having used the system, I am thoroughly impressed by how professional the output is and how easy it is to use.”

Granite Financial Management director Ian Osborne says: “It’s good to see Defaqto listening to feedback from its customers and using this in its product development. The new functionality enhances the product and shows its commitment to supporting advisers through the research and sales process.”

27 March 2008

By Scott Sinclair via IFAOnline.co.uk

Defaqto says improvements to its suitability letter software will “virtually eliminate” user errors.

The data collection and research firm says it has incorporated compliance specialist ATEB Suitability into its existing Aequos Engage software.

It says ATEB’s suitability letter templates, part of its Intelledox package, are “robust” and “virtually eliminate the possibility of error”.

Via Sarbanes-Oxley Compliance Journal

Intelledox is a scalable, enterprise wide application that powers the creation and management of the simplest to the most complex documents.

Intelledox is an intelligent enterprise platform with features that include rapid and accurate document creation, increasing productivity, and centralized template management.

"Economic, productivity and audit requirements drive consistency of document content, structure and form", said Phillip Williamson, CEO of Intelledox. "By controlling all aspects of document creation, Intelledox enables organizations to meet these requirements", he added.

Intelledox Desktop, integrated with Microsoft Word, eliminates reliance on document macros and simplifies the construction and delivery of complex documents. Intelledox Web allows enterprises to access and create rich content documents accurately and consistently from any browser-based platform, without requiring a local word processor.

By Ross Kelly via MoneyManagement.com.au

The Salisbury Group, which has 45 financial planners, announced today it had signed a contract with software development company DPM Consulting to use its Intelledox document creation program.
 
Much like statement of advice (SOA) building functions in Xplan and Coin, the DPM product is web enabled. But unlike other advisory software products it does not contain product research.

“It’s going to play a big part in the construction of advice,” Salisbury Group managing director Mark Euvrard said.

“But more specifically we’re talking about a system that works for some of the smaller groups of advisers within our group who are doing similar things.

“It will make it easier for them to share templates for SOAs and financial services guides, and control compliance with financial services reform.”

DPM consulting said the program would be complementary to existing advisory software products, and allow financial planners to build interview functions with clients to lead them through the construction of complex SOAs.

A spokesperson for DPM said it was currently conducting pilots with additional ‘blue chip’ financial planning firms, but could not yet release details.

By Jeff Centenera via Canberra Times

You're at one of the world's most important technology trade shows, where you get 60 seconds on stage to pitch your product and 700 members of the audience can cheer you on or boo you off.

And the way to get this tech-savvy crowd interested, it seems, is a game of Chinese whispers.  Start with "Chocolate cake is my favourite dessert" and end up with "Charcoal in the dessert ate my shirt".

Canberra firm DPM took this small idea along with their big idea - their enterprise-wide template creation software known as Intelledox - and parlayed it into one of the hits of Demo, the demonstrative US show-and-tell conference that launched innovations such as Java, TiVo and the original Palm Pilot.

Intelledox is an example of the simple application that you thought always assumed existed , but did not.  The software standardises document creation in Microsoft Word from the back end, rather than on individual workstations.

By Rob O'Neill via The Age

Phillip Williamson had just one minute to make his pitch at one of America's pressure-cooker conferences to find and fund new and innovative ideas.

DEMO is a premier annual event in the US attended by 700 venture capitalists, industry leaders and media, which provides a hothouse launch-pad for new technologies.

Williamson, chief executive of Canberra developer DPM Consulting, was competing with 70 companies chosen to demonstrate their creations. Six were each given six minutes to woo the crowd while the rest, including DPM with its Intelledox software, had just 60 seconds to work their magic.