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! 😃

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