intelliflo zerokey
intelliflo zerokey removes the need to rekey client data by transferring the information you need directly from intelliflo office into third-party systems of your choice, including cashflow modelling, client portals and risk tools. Save time and protect your data integrity by moving client data between systems in just one click.
The need to manually key client data between technology has been a major pain point for way too long. intelliflo zerokey aims to eliminate manual data entry by connecting with the tools you use everyday, saving you time and helping retain data integrity.
Save time
Use a pre-built ‘Quick Action’, designed to reduce the effort to a single click of the mouse. Or, you can simply copy/paste client data into any third-party technology.
Retain data quality
Automatically ensure you’re always using the most accurate and up-to-date information, and reduce the risk of rekeying errors.
Easily integrate 3rd-party data
In addition to having access to the data you have stored within your intelliflo office account, you can also gain super easy access to client data stored in other technology.
3rd-party data sources you can connect with
FE CashCalc
FinCalc
Fintegrate
Mabel Insights
Moneyinfo
PensionLab
Oxford Risk
Timeline
Voyant
Implement plans in minutes with direct integrations with leading platforms
intelliflo zerokey for platforms is specifically designed to help eliminate manual data entry when opening an account within your chosen investment platform, saving you time and helping retain data integrity. Connected investment platforms currently include Transact and Aberdeen Wrap.
By developing an integration with Transact’s account opening API, you can use intelliflo zerokey to send client data from your intelliflo office account into your Transact account, pre-populating an illustration and application form. This eliminates the need for manual data entry, helping you save time and retain data integrity.
You can use intelliflo zerokey to pull data from your intelliflo office account and populate forms within Aberdeen Wrap. This includes when adding a brand-new client and starting a new business application. Both ‘Actions’ are designed to eliminate the need for manual data entry, helping you save time and retain data integrity.
Watch: How to populate the ‘add new client’ form within Aberdeen Wrap
Watch: How to populate the ‘full client details’ form within Aberdeen Wrap
See intelliflo zerokey in action
Our innovative web-extension helps you move client data into third-party technology, saving you time and helping retain data integrity. You can either use a pre-built ‘Quick Action’, which are designed to reduce the effort involved when conducting certain tasks down to a single click of the mouse. Or, you can simply copy/paste client data into any third-party technology.
You can also integrate with additional third-party technology and add them as a ‘source of data’ alongside intelliflo office. So in addition to gaining super easy access to the data you have stored within your intelliflo office account, you can also gain super easy access to client data stored in other technology.
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