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Unlock unparalleled efficiency and elevate your client experience with moneyinfo's seamless two-way integration with intelliflo office
Merge client data in just a few clicks
Significantly reduce tedious rekeying of a range of data into intelliflo's system during the fact find process. The integration works seamlessly, reducing the time it takes to onboard new clients, and minimising the risk of errors.
Group client data fields automatically
Simple data selection speeds up processing fact finds, as moneyinfo categorises between plans, assets and dependants, making the whole process much easier to review.
Edit data sources individually
moneyinfo automatically detects and categorises your clients' data, with the option to manually edit each field. Merge existing data, create a new source for undetected data, or simply ignore the source of data. The option is yours!
