Client Library
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'
Included 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 Field | intelliflo Data |
|---|---|
| Title | Title |
| First Name | First Name |
| Last Name | Last Name |
| Salutation | Salutation |
| Date of Birth | Date of Birth |
| Marital Status | Marital Status |
| Financial Dependants | Aggregated total number of client's dependants that are financially dependant. |
| Occupation | Occupation for current employment. |
| Employment Status | Employment status of current occupation. |
| Desired Retirement Age | The client's intended retirement age for current occupation. |
| Monthly Gross Income | Aggregated total of client’s gross incomes, presented as a monthly amount. |
| Monthly Net Income | Aggregated total of client’s net incomes, presented as a monthly amount. |
| Monthly Net Expenditure | Aggregated total of client’s expenditures, presented as a monthly amount. |
| Monthly Net Disposable Income | If 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 Will | Is Will up-to-date? |
| Power of Attorney Granted? | Power of Attorney Granted? |
| UK Tax Resident? | UK Residency? |
| UK Domiciled? | UK Domicile? |
| Address 1 | Address 1 |
| Address 2 | Address 2 |
| Address 3 | Address 3 |
| Address 4 | Address 4 |
| City | City |
| County | County |
| Postcode | Postcode |
The integration will pull through the client's address from intelliflo where 'Address Status' = Current AND 'Address Type' = Home.
Corporate Client
| Genovo Field | intelliflo Data |
|---|---|
| Company Name | Corporate Name |
| Company Structure | Business Type |
| Address 1 | Address 1 |
| Address 2 | Address 2 |
| Address 3 | Address 3 |
| Address 4 | Address 4 |
| City | City |
| County | County |
| Postcode | Postcode |
Trust Client
| Genovo Field | intelliflo Data |
|---|---|
| Trust Name | Trust Name |
| Type of Trust | Trust Type |
| Address 1 | Address 1 |
| Address 2 | Address 2 |
| Address 3 | Address 3 |
| Address 4 | Address 4 |
| City | City |
| County | County |
| Postcode | Postcode |
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.
Client Objectives
It is possible to pull a client's "active" Goals & Objectives from intelliflo office into the Client Objectives and Review of Client Objectives steps in the Introduction section in Genovo.
Each objective selected will be inserted as a report-only advice option, with any content included in the 'Details' field in intelliflo inserted into the 'Know Your Client Information' / 'Further Information' field in Genovo.
Assets & Liabilities
It is also possible to populate the Assets & Liabilities and IHT Position step in the Introduction section in Genovo using the 'assets' and 'plans' data you have stored against a client in intelliflo office.
Included below is a summary of the fields in Genovo that are integrated, and the intelliflo data that is used to populate them.
| Genovo Field | intelliflo Data |
|---|---|
| Main Residence | Assets of type = Main Residence |
| Other Properties | Assets of type = All other property types |
| Other Assets | Assets of type = All other asset types |
| Cash Savings | Plans of type = Cash bank accounts |
| Investments | Plans of type = Investment & life assured investments |
| Pensions | Plans of type = Pension & drawdown plans |
| Mortgages | Plans of type = Mortgages |
| Loans and Credit Cards | Plans of type = Loan & credit plan |
The aggregated current value of all 'In Force' and 'Paid up' assets and plans of the stated type(s) is inserted into the corresponding field in Genovo.
It is assumed that plans held in joint names are owned 50:50 and therefore half the value of a plan will be allocated to each owner. When writing a report to a single client, with jointly owned plans - only the value of their proportion of the plan will be included in the 'Joint' field.
The value of assets held in joint names will be allocated to each owner in line with their '% Ownership' as detailed in intelliflo office. When writing a report to a single client, with jointly owned assets - only the value of their proportion of the asset will be included in the 'Joint' field.
