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 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 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 |
| Number of 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 Resident for Tax? | 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.
You’ll notice that 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.