PowerPlanner
This App integrates IO with PowerPlanner’s Adviser Portal so that cases can be submitted for paraplanning without the need to re-type or copy/paste between systems.
Installing this App will allow you to search for clients in your IO instance and import the information directly into PowerPlanner’s system over a secure connection, ready for you to add recommendations and enter your advice. You can also import documents straight from IO. PowerPlanner will then perform the existing plan analysis and prepare your suitability report as normal.
The App only reads the client data and documents that you select and makes no changes to existing records in intelliflo office.
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