A few of the fields in the Genovo Client library are currently not integrated. This could be for one of two reasons:


1) There is no corresponding field in intelliflo office e.g. 'Client currency'

2) The field isn’t currently available via the intelliflo office API e.g. 'Tax status'


Below is a summary of the fields that are currently integrated, showing the equivalent iO field mapping as well as any 'translation' of intelliflo office data that’s performed.  


Private Client


Genovo Fieldintelliflo Data
TitleTitle
First NameFirst Name
Last NameLast Name
SalutationSalutation
Date of BirthDate of Birth
Marital StatusMarital Status
Financial DependantsAggregated total number of client's dependants that are financially dependant.
OccupationOccupation for current employment.
Employment StatusEmployment status of current occupation.
Desired Retirement AgeThe client's intended retirement age for current occupation.
Monthly Gross IncomeAggregated total of client’s gross incomes, presented as a monthly amount.
Monthly Net IncomeAggregated total of client’s net incomes, presented as a monthly amount.
Monthly Net ExpenditureAggregated total of client’s expenditures, presented as a monthly amount.
Monthly Net Disposable IncomeIf a Monthly Net Income and Expenditure are provided, this will be auto-calculated. 
Smoker?Smoker?
State of Health?In Good Health? "Yes" = Good and "No" = Poor
Up to Date WillIs Will up-to-date?
Power of Attorney Granted?Power of Attorney Granted?
UK Tax Resident?UK Residency?
UK Domiciled?UK Domicile?
Address 1Address 1
Address 2Address 2
Address 3Address 3
Address 4Address 4
CityCity
CountyCounty
PostcodePostcode


The integration will pull through the client's address from intelliflo where 'Address Status' = Current AND 'Address Type' = Home.


Corporate Client

 

Genovo Fieldintelliflo Data
Company NameCorporate Name
Company StructureBusiness Type
Address 1Address 1
Address 2Address 2
Address 3Address 3
Address 4Address 4
CityCity
CountyCounty
PostcodePostcode


Trust Client

 

Genovo Fieldintelliflo Data
Trust NameTrust Name
Type of TrustTrust Type
Address 1Address 1
Address 2Address 2
Address 3Address 3
Address 4Address 4
CityCity
CountyCounty
PostcodePostcode


The integration will pull through the client's address from intelliflo where 'Address Status' = Current AND 'Address Type' = Business.


Those fields within the Genovo app that are currently available via the intelliflo API are clearly marked up with a green border so they are easily identified.