Below is the guide for how Voyant pulls data from Intelliflo and imports it into Voyant.
Intelliflo Object | Intelliflo Field | Voyant Object/Type | Voyant Field | Notes |
Client/Lead | First Name | Person | First Name | |
Client/Lead | Last Name | Person | Last Name | |
Client/Lead | Date of Birth | Person | Birthday | |
Client/Lead | Gender | Person | Gender | |
Relationship | Relationship Type | Person | Type | Spouse -> Spouse Child or Step Child -> Child Civil Partner or Common Law or Engagement or Engaged or Partner -> Unmarried Partner etc.. |
Asset | Asset Type | Voyant Item | Type | Determines Voyant Object and Type Property or Investment |
Asset | Description | Voyant Item | Name | |
Asset | Original Value | Voyant Item | Purchase Value | |
Asset | Current Value | Voyant Item | Balance/Market Value | |
Asset | Owners | Voyant Item | Owners | |
Income | Category | Voyant Item | Type | Determines Voyant Object and Type Employment, Income, State Pension |
Income | Description | Voyant Item | Name | |
Income | Owners | Voyant Item | Owners | |
Income | Frequency | Employment | Frequency | |
Income | Employment Source | Employment | Employment Source | |
Income | Income Value | Voyant Item | Salary, Income, Amount | Mapped using Frequency if needs converting to Annual Amount |
Expenditure | Frequency | Expense | Frequency | |
Expenditure | Amount | Expense | Amount | Mapped using Frequency if needs converting to Annual Amount |
Expenditure | Owners | Expense | Owners | |
Expenditure | Description (default to Category) | Expense | Name | |
Plan | Owners | Voyant Item | Owners | |
Plan | Product Name, defaulting to use Policy Number | Voyant Item | Name | |
Plan | Use Holdings if applicable, default to latest value | Voyant Item | Balance/Market Value/Coverage Amount | |
Plan | Contribution Value | Voyant Item | Contribution Value | |
Plan | Contribution Frequency | Voyant Item | Contribution Frequency | |
Plan | Interest Rate | Debt | Interest Rate | |
Plan | Non Lump Sum Employer Contribution | Money Purchase | Employer Contribution |