Templi's Intelliflo integration
OfficialAutomatic data entry, enrich reports
What it does
Bring your whole book across
Import every client and adviser from Intelliflo Office in one pass, then keep them in step without re-keying a thing.
Fact finds that fill themselves
Templi completes fact find and review forms from live Intelliflo Office data, then exports the finished form straight back onto the Intelliflo Office record.
Chat over your Intelliflo Office data
Ask Templi's agents about any client and they read Intelliflo Office directly, so the answer cites the record rather than a stale copy.
Work from your Intelliflo Office files
Attach documents already filed against the client in Intelliflo Office as sources, so generated advice draws on what you have on record.
The Intelliflo Office integration enables seamless synchronization between your Intelliflo Office account and Templi.
Features
- Automatic Client Sync: Keep your client data up-to-date across both platforms
- Adviser Management: Sync adviser information and assignments
- Real-time Updates: Changes in Intelliflo Office are reflected in Templi automatically
- Secure Connection: OAuth 2.0 authentication ensures your data is protected
How It Works
- Authorize Templi to connect with your Intelliflo Office account
- Select which data you want to sync
- Templi automatically pulls and updates your client and adviser information
- Use synced data to generate personalized documents
Requirements
- Active Intelliflo Office account
- Administrative access to authorize the integration
Permissions
7 of 8 scopes can write back- ClientsRead and write
Read client records, contact detail, plans and holdings. Write documents, notes and case updates back onto the record. Every write is attributed to you and timestamped.
- AdvisersRead and write
Read adviser names, roles and client assignments so documents are attributed to the right adviser.
- FormsRead and write
Read submitted fact find and review forms, and write completed forms back to the client record.
- OrganisationsRead and write
Read firm, network and office structure to apply the correct template set and disclosures.
- ImportsRead and write
Create and update imports so incoming client data can be reviewed before it lands.
- TasksRead and write
Create and complete tasks in the connected system when a document moves stage.
- App credentialsManaged by Templi
OAuth tokens are stored encrypted and scoped to this connection. They are never exposed to other apps or firm members.
- PlansRead and write
Requirements
- Purchase the Templi service through the Intelliflo App Store
- Administrative access to authorise the connection
