AdviserAsset

The first phase of AdviserAsset’s integration with inteliflo office enables users of the AdviserAsset Cashflow tool to pull through data from the intelliflo Office fact-find into AdviserAsset. Downloading this app will enable the integration to be set-up and data to be shared.

The data that will be pulled down from Intelligent office includes;

• client data; name, date of birth,
• savings pot data including values,
• data relating to income type and amount.

Once the link with Integrated office has been established any new cash plans set-up for clients with records on both Intelligent Office and AdviserAsset will automatically have data pulled through from Intelligent Office.