2-Way Integration with intelliflo office
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:
Defined Benefit Plans
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.