Integrations with Partner Service Providers (Videos)

Integration Demo - Intelligent Office Intelliflo to Voyant AdviserGo
9:17 minutes

An overview of how to import clients into AdviserGo using the New Intelliflo integration. Also how to merge and update existing clients See this guide for more information including fields to check after import.


 

Voyant and FinaMetrica - Integrating risk profiling and financial planning
3:34 minutes

Learn about Voyant’s integration with FinaMetrica, offering access to their award winning risk profiling solution in Voyant Adviser as a bolt-on service.