Integrations with our UK Software - Importing client information
Creating and updating plans using information imported from third-party providers.
- Intelliflo Integration- Merge, Update and Export- Video
- Intelliflo Integration- Import and update flow- Video
- Practifi Mapping Guide - UK
- Iress Mapping Guide - UK
- Salesforce Mapping Guide - UK
- Practifi Import Guide - UK
- FinaMetrica integration: How to add a risk profile for your client - UK
- Salesforce Integration video overview - UK
- intelliflo export - A (simple) guide on how this works
- BALANCES (ISA's/PENSIONS) NOT EDITABLE ON IMPORT
- New: Salesforce Financial Services Cloud : Voyant Integration
- Integrations with Partner Service Providers (Videos)
- Checklist – Things to check following the import of a client record from one of our integration partners
- Instructions for setting up, importing and updating clients via the New Intelliflo (OAuth) Integration
- Iress Import Guide - UK
- How to import from Transact into Voyant Adviser - UK