Openwork Partnership Sync
Synchronisation of data from IO to OW
Overview
The installation of this app will enable an integration between intelliflo office and the Openwork Partnership platform. Please note, only firms who have already been enabled for this integration will be able to install and activate this app. If you have any queries about this, please speak to your Digital Delivery Consultant or reach out to the support address below.
Application functionality
By installing this application, a one-way synchronisation to the Openwork Partnership system will be enabled for client related information. This will ensure that any changes made to your clients on the intelliflo platform will be reflected on the Openwork Partnership’s system; this will allow for business submission with heavily reduced re-keying.
It will also enable an ad-hoc refresh of specific ‘KYC’ related information against these related clients through an action initiated on the Openwork Partnership’s system.
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