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


1) There is no corresponding field in iO e.g. Client Currency

2) The field isn’t currently available via the iO 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 iO data that’s performed.  


Private Client


Genovo FieldiO Data
TitleTitle
First NameFirst Name
Last NameLast Name
SalutationSalutation
Date of BirthDate of Birth
Marital StatusMarital Status
Number of 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. 
SmokerSmoker?
State of HealthIn Good Health? "Yes" = Good and "No" = Poor
Up to Date WillIs Will up-to-date?
Power of Attorney Granted?Power of Attorney Granted?
UK Resident for Tax?UK Residency?
UK Domiciled?UK Domicile?
Address 1Address 1
Address 2Address 2
Address 3Address 3
Address 4Address 4
CityCity
CountyCounty
PostcodePostcode


Corporate Client

 

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


You’ll notice that those fields within the Genovo app that are currently available via the iO API are clearly marked up with a green border so they are easily identified.