Integrations with our UK Software - Importing client information
Creating and updating plans using information imported from third-party providers.
- 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
- Instructions for setting up, importing and updating clients via the Iress Integration
- How to import from Transact into Voyant Adviser - UK