Two Financial Planning software providers integrate with iO

22 February 2018

Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial Planning process more efficient.

Synaptic provides ‘end-to-end financial services research software and management tools on the iO Store’. It says convergence with Intelliflo, a supplier of practice management software to Financial Planners, represents a “compelling proposition” for advisers.

Advisers who subscribe to Intelliflo’s iO will be able to access Synaptic’s range of Financial Planning tools.  This includes product and fund research, platform due diligence, risk assessment and goal planning, plus the newly launched “Synaptic Analyser” retirement income analysis tool.

Synaptic says the integration should make it easier and quicker to access information for compliance and reporting purposes.

Adam Byford, head of global partnerships, Synaptic Software, said: “We are delighted to bring our suite of research tools, designed ‘with and for’ professional advisers, to the iO user community”.

Nick Eatock, executive chairman, Intelliflo, said: “The addition of Synaptic to iO Store means advisers will be able to access tools that enable them to streamline processes and work more efficiently and profitably.”

Cashflow planning software provider CashCalc has also announced integration with Intelligent Office. CashCalc says the integration should enable thousands of advisers to pull client data from iO into CashCalc, streamlining the Financial Planning process. Until now, all clients and data entered into Intelligent Office have had to be re-keyed into CashCalc.

Chartered Financial Planner Ray Adams, director and founder of CashCalc, said: “As a practising financial adviser, I understand the importance of integrations and I expect the systems I use to interact with one another. Today’s announcement is a major step forward to help us (as advisers) become even more productive and we are thrilled to see CashCalc integrate with Intelligent Office.”

Mr Eatock added said: “I am delighted to welcome CashCalc into the iO Store. This integration will save advice firms a lot of time and drive efficiency in their business.”