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FinCalc integrates with intelliflo office

Cashflow and DB transfer software provider FinCalc have today announced integration with leading web-based practice management software intelliflo office from Intelliflo. 

The two-way integration means that users can quickly and seamlessly transfer their client personal and financial information between the 2 systems. This will remove any rekeying of information, reducing risk and saving times for advisers. Reports can also be automatically uploaded into intelliflo office from FinCalc. In addition, advisers can use the FinCalc client portal to get client’s completing their financial information directly before uploading this into intelliflo office. 

All relevant client data and financial modelling information can be transferred between FinCalc and intelliflo office. The effortless integration will pull through items such as income, assets, pensions, savings & investments, liabilities and expenses. Contributionswithdrawals and latest valuations will also be synced through this 2-way integration. 

Jason Wykes, Managing Director at FinCalc, said:  

“Advisers quite rightly expect systems to talk to one another, not just for saving valuable time but also being able to update the client information from either system gives comfort of consistency throughout. This integration with intelliflo office is another step in our development in providing Advisers with the best financial tools to enhance their advice process.” 

Nick Eatock, CEO at Intelliflo, said:  

“We take great pride in our open architecture philosophy, which enables us to offer any tools that our customers need to enhance their advice proposition and process. By making it open and easy to integrate with intelliflo office, our customers can hand pick the best solution for them. We therefore welcome our latest integration with FinCalc, which further enables advisers to take advantage of technology to support their growing businesses.”  

 

To find out more about the FinCalc integration with intelliflo office, please visit   

https://www.fincalc.co.uk/integration-with-intelliflo-office/ 

 

FinCalc - In the Press

This has been referenced in Financial Planning Today and Professional Paraplanner.

 

About the author

Gavin Shears

Gavin Shears

Senior Product Consultant

Gavin has been working in the Financial Services industry for over 20 years. Gavin joined O&M in 2005 as a paraplanner and transfers technician. After achieving Pension Transfer Specialist status, he moved to the IFA team in 2008. Gavin now works as a key component in the FinCalc arena using his knowledge of Financial Services and the advice process to help with the continuous development of the FinCalc suite of advice tools.