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
  • Original value
  • 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! 😃

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