Intelligent Office Integration is Now Available
It's with great pleasure that I can announce today that PowerPlanner's case submission portal now has Intelliflo IO integration for seamless case submission!
This is something we've been keen to do for a while. As we all know, the re-keying of client and plan information into various systems can be a laborious and error-prone task, so this feature will save time and effort for many of our customers. Non-IO users will, of course, be able to continue interfacing with the system as normal, but for those who use IO as their main back office system this will undoubtedly be a very welcome addition to our software.
In the same spirit, we're always keen to work with others to improve integration between systems, getting computers to do the hard work rather than people wherever possible. Feel free to get in touch with us if you have any thoughts or queries about how technological improvements could help us fit in with your advice process.
From a software development point of view, the Intelliflo API has proved to be an intuitive and well-documented RESTful interface. We've also received great support from their help desk when required. There's potential to build some really smart and highly-optimised financial planning solutions as this technology is embraced more widely. Going forward, we'd certainly be interested to work with those who are equally excited by building such solutions.