Our brand new intelliflo integration is exclusive for Investor Compass Platform v2.0 users. If you are not sure of the Investor Compass version you are currently using, please click here.
Details
- Integrates to the newest version of the Oxford Risk site
- Instantly create client in Oxford risk from our Intelliflo Links
- Sends through your client’s financial data from IO to Oxford Risk Investor Compass
- Allow navigation between IO and Oxford Risk through Single sign-on
- Sends your client Oxford Risk reports to the IO documents section
- This app will bring through all available financial information (please note that some financial information, such as liabilities and total net expenditure are not currently made available to us by IO).
Billing
Our Intelliflo application billing is per user installation per month. Users will only be charged for the months they have the application installed.
If users wish to stop using Oxford Risk they will simply need to uninstall the app at any time and Intelliflo will only charge for the last month of use.
Intelliflo is responsible for taking payment from user and firms and will collect these payments monthly using existing payment arrangements currently in place. For any incorrect charges or queries, please reach out to the Intelliflo support team who will be able to assist you.
How to download the app
Step 1.
Please ask the io store admin of your Intelliflo site to install the below app from IO’s app store. The app ID should be 9004b5d and the title: ‘Oxford Risk’.
https://store.gb.intelliflo.net/published-apps/9004b5d
Step 2.
Please view the below video which will take you through the app journey and the functionality.
Step 3.
Navigate to a client’s page, download our widgets, or use the ‘Oxford Risk’ client action to navigate to Oxford Risk and begin your first Risk Assessment. You should immediately see the financial information populate on the risk capacity section of the client results page.
Widgets
Client Data imported from Intelliflo.
Client details
| Intelliflo Field | Oxford Risk Field |
| Client First Name | Client details- First Name |
| Client Last Name | Client details- Last Name |
| Client Date of Birth | Client details- Date of Birth |
| Client Contact details - Email | Client details- Email |
Financial Detail
Fact find - Assets and Liabilities
| Intelliflo Field | Oxford Risk | Notes |
| Assets | Risk Capacity – Investible or non-Investible Asset* | *see asset subtype map below |
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Asset Name | |
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Asset Value | |
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Start date | |
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Asset Currency | |
| N/A | Liability value | Defaulted to 0 |
| N/A | Liability currency | Defaulted to company currency |
| N/A | Willingness to sell | Defaulted to ‘Not willing’ |
| Liabilities | Unable to import from IO* |
*Intelliflo does not have an available endpoint for access to this data.
If this data exists without a plan it will need to be manually entered into investor compass financial circumstances assessment |
*Asset subtype map
| Intelliflo Field | Oxford Risk |
| Investment | Investible asset |
| Boat | Non-Investible Assets - Vehicles |
| Buy to let property | Non-Investible Assets - Property |
| Collectibles/art/other valuable | Non-Investible Assets - Collectibles |
| Holiday home | Non-Investible Assets - Property |
| Home contents | Non-Investible Assets - Other |
| Investment property | Non-Investible Assets - Property |
| Main residence | Non-Investible Assets - Property |
| Motor vehicles | Non-Investible Assets - Vehicles |
| Non income producing real-estate | Non-Investible Assets - Property |
| Overseas property | Non-Investible Assets - Property |
| Own business | Non-Investible Assets - Business |
| Rental property/other property | Non-Investible Assets - Property |
| Second home | Non-Investible Assets - Property |
| Other | Non-Investible Assets - Other |
Financial Detail: Plans
| Intelliflo Field | Oxford Risk Field | |
| Plans sub type: (Mortgage Plan, Loan Credit Plan, Equity release) | Risk Capacity – Non-Investible Asset liability* | |
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Liability Name | |
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Liability Value | |
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Start date | |
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Asset Currency | |
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Liability value | Defaulted to 0 |
|
Liability currency | Defaulted to company currency |
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Willingness to sell | Defaulted to ‘Not willing’ |
| Plans sub type: (Cash Bank Account, Investment Plan, Pension Contribution Draw down Plan) | Risk Capacity – Investible Assets | |
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Asset Name | |
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Asset Value | |
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Start date | |
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Asset Currency |
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Liability value | Defaulted to 0 |
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Liability currency | Defaulted to company currency |
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Willingness to sell | Defaulted to ‘Not willing’ |
*Plan subtype map
| Intelliflo Field | Oxford Risk Field |
| Mortgage Plan | Debts - Property |
| Loan Credit Plan | Debts – Bank Loan |
| Equity Release | Debts- Property |
| Cash Bank Account | Cash Account |
| Investment Plan | Investible Asset |
| Life Assured Investment Plan | Investible Asset |
| Pension Contribution Draw down Plan | Pension |
Financial details: Fact find – Income.
| Intelliflo Field | Oxford Risk Field | Notes |
| Income type | Income Name | |
| Income Amount | Income Value | |
| Income Currency | Income Currency | |
| Starts on date | Start date | |
| Ends on date | End Date | |
| Frequency: | Frequency: | |
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| n/a | certainty | Defaulted to ‘very certain’ |
| n/a | importance | Defaulted to ‘very important’ |
| n/a | flexibility | Defaulted to ‘not flexible’ |
Financial details
Fact find – Expenditure.
*Please note there is no available Intelliflo endpoint for ‘net monthly expenditure’. We are only able to access ‘itemised expenditure’ from Intelliflo.
| Intelliflo Field | Oxford Risk Field | Notes |
| Type of Expenditure | Expense Name | |
| Expenditure Amount | Expense Value | |
| Expenditure Currency | Expense Currency | |
| Starts on date | Start date | |
| Ends on date | End Date | |
| Frequency: | Frequency: | |
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| n/a | certainty | Defaulted to ‘very certain’ |
| n/a | importance | Defaulted to ‘very important’ |
| n/a | flexibility | Defaulted to ‘not flexible ‘ |
Frequently Asked Questions
Are my client’s results available in intelliflo after completing the Oxford Risk Investor Compass Questionnaire?
After the questionnaire is completed, your client’s Detailed and Summary version of the PDF are sent to the documents section of intelliflo. This PDF is updated in the documents section if you agree the client risk level or make changes to that client’s questionnaire results.
Currently results are not stored in intelliflo in any other way, though we are continuing to look at opportunities to develop this.
What data is updated in intelliflo after completing an Oxford Risk Questionnaire?
If you choose to update any of your client’s information in Oxford Risk this will not change the data available in intelliflo. We do not update any of your intelliflo data, other than sending results through as pdf into the intelliflo documents section.
Why am I not able to view a client imported to intelliflo by another adviser?
By default, your Oxford Risk site will be set to not share clients with other advisers in your firm and your client will belong to the user who imported them. If you would like to change your site settings, please create a ticket with the Oxford Risk support team who will change this for you or create an admin license for you to make the changes yourself.
Can I have Admin permissions whilst using the intelliflo integration?
The Intelliflo API does not share its users’ roles with third party integrators; therefore, we are unable to assign admin or assistant permissions to your intelliflo login. If you have an alternative email our support team can manually create an admin account, though you will need to access your Oxford Risk site through a username and password login and not through intelliflo.
We have raised this feedback with intelliflo and hoping we can improve this for users in the future.
Why can I not view my client’s holdings and asset breakdown in Oxford Risk?
The intelliflo API does not provide an aggregate asset breakdown as is required for us to map products to a risk level. Any asset information can be added manually through our Portfolio Risk Calculator Solution.
How do I uninstall the application?
Our Intelliflo application is billed per user per month. If you wish to stop using Oxford Risk, please ensure that all users in your firm have uninstalled the application from the IO app store.
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