To check how you can integrate with Intelligent Office, click here.
NOTE: Since the iO API is in continuous development, we’ll be updating this list as soon as we can.
Client basic details
Name (First and Last)
UK resident
Nationality Country
Date of Birth
Marital Status (Married, Single, Widowed, Civil Partnership)
Gender
National Insurance Number
Phone Number
Email
In good health
Smoker
Has Will
Power of Attorney
Dependants
Relationship
Name (First and Last)
Date of Birth
Address
City
Country
Address
Postal Code
Employments
Employer name
Intended retirement age (From the About section)
Job title
Employment status
Annual Salary (as an income in IO)
Monthly Salary (as an income in IO
Incomes
Income name
Periodicity
Gross Income
Residence
Description (default: "Main Residence")
Original value
Current value
Valuation date
Assets
Asset type
Asset description
Current value
Valuation date
Documents
Every document in the documents section can also be sent to Intelligent Office
IMPORTANT: Do not forget to double-check that all the information you exported to Intelligent Office is in the correct place.
Feel free to get in touch if you have further questions! 😃