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Features

Seamless Two-Way Integration

After a quick and simple set up, effortlessly import your clients' personal and financial information from intelliflo office. You are also able to create or link your existing FinCalc Clients, including cashflow data and client reports, into intelliflo office.

In Depth Financial Information

We have gone the extra mile to ensure our API can import and export as much financial information as intelliflo Office allows. Including Incomes, Expenses, Pension Plans, Defined Benefit Plans, Liability Plans, Mortgages, Assets, Savings & Investment Plans and Pensions in Payment.

Please see our pricing page for details of intelliflo office integrated users.

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