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2-Way Integration with intelliflo office

intelliflo fincalc integration cashflow

As part of our continuous development at FinCalc, we are pleased to confirm that Intelliflo Integration is now available on FinCalc

You can now import all of your clients’ personal and financial information into FinCalc from intelliflo office including the following:

Incomes 

Expenses 

Pension Plans 

Defined Benefit Plans 

Liability Plans 

Mortgages 

Assets

Savings & Investment Plans 

Pensions in Payment 

 

You are also able to create or link your existing FinCalc Clients, including cashflow data and client reports, into intelliflo office. 

Using the FinCalc client portal, the client can provide their financial information directly into our Cashflow and then push this information into intelliflo office, saving you precious time.

Watch our short video below for further details.


Look out for more news about the enhanced features exclusively on FinCalc that are coming very soon

 

FinCalc - In the Press

See our press release here.

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.