{"id":5158,"date":"2024-04-02T10:05:35","date_gmt":"2024-04-02T10:05:35","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?page_id=5158"},"modified":"2024-07-11T10:32:19","modified_gmt":"2024-07-11T10:32:19","slug":"finio","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/finio\/","title":{"rendered":"Finio"},"content":{"rendered":"\n<section id=\"hero-block_54b5250de14a1be0ddfa4154862b6cb2\" class=\"hero black\">\n\n  \n    <div class=\"slider\" id=\"slider-block_54b5250de14a1be0ddfa4154862b6cb2\">\n\n      <div class=\"slider-wrapper\">\n\n        \n        \n          <div class=\"slide\" data-slide-index=\"1\" data-slide-active=\"true\">\n\n            \n\n  <img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1120\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1920x1120.png\" class=\"hero-image\" alt=\"row full-width hero\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1920x1120.png 1920w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-300x175.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1024x597.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-768x448.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1536x896.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-2048x1195.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-640x373.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1200x700.png 1200w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/>\n\n<div class=\"grid content body-push left-aligned \">\n\n  <div class=\"content-wrap\">\n\n    <div class=\"wrap-inner\">\n\n      <p class=\"label\"><\/p>\n\n      \n        <h1 class=\"hero-title\">Data integration via FINIO <\/h1>\n\n      \n      \n        <span class=\"hero-content\">\n\n          <p>This information is suitable for both users of the Wealthtime Platform and users of the Wealthtime Classic Platform.<\/p>\n\n        <\/span>\n\n      \n      \n      \n      \n    <\/div>\n\n    \n  <\/div>\n\n  \n<\/div>\n          <\/div>\n\n          \n                \n      <\/div>\n\n      \n    <\/div>\n\n    \n<\/section>\n\n\n<section id=\"signposts-block_17c9711d628c459de3759f4d9d541075\" class=\" signposts white \" id=\"signposts-block_17c9711d628c459de3759f4d9d541075\"  >\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-100-0\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">What is FINIO? <\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p><a href=\"https:\/\/www.sprintenterprise.co.uk\/solutions\/finio\/\">FINIO\u00a0<\/a>is a data hub, provided by Sprint Enterprise Technology, that connects investment platforms with software providers. The data hub transforms, enriches and reconciles data before passing it on and will automatically retry delivering data in the event of failure to ensure policy history is maintained.<\/p>\n<p>This means you benefit from better quality data and a reduction in the manual or legacy inputs you may be used to.<\/p>\n<p>Ultimately, the improved FINIO data hub integration replaces old, manual feeds.<\/p>\n\n                    <\/div>\n\n                \n                        \n                    \n                \n            <\/div>\n\n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"accordion-block_4e7df28b87aa02e88e5d6fad853187c3\" class=\"accordion transparent\"  >\n   \n  <div class=\"row content body-push\">\n\n    <div class=\"grid\">\n\n      <div class=\"content\">\n\n        \n        \n          <h2 class=\"section-title\">What are the benefits?<\/h2>\n\n        \n        \n      <\/div>\n\n    <\/div>\n\n    \n\n    \n    \n      \n      \n        <div class=\"accordion\"> \n\n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-0\" aria-expanded=\"false\" aira-controls=\"tab-0\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/02\/Hourglass-loader_GREEN-150x150.png\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">It\u2019s quick and easy <\/h3>\n            \n                  \n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-0\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>FINIO delivers data to back-office providers automatically.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-1\" aria-expanded=\"false\" aira-controls=\"tab-1\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/02\/Model-portfolio-manager_GREEN-150x150.png\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Smarter integration <\/h3>\n            \n                  \n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-1\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>If anything goes wrong, FINIO will automatically redeliver the data. This ensures the policy history is maintained.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-2\" aria-expanded=\"false\" aira-controls=\"tab-2\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/02\/P-scan_GREEN-150x150.png\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Richer, cleaner data <\/h3>\n            \n                  \n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-2\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>FINIO delivers real platform data into back-office systems. And it reconciles data to alert you to any mismatches between the back-office data and platform policies. <\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-3\" aria-expanded=\"false\" aira-controls=\"tab-3\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/02\/Search_GREEN-150x150.png\" class=\"icon-size\" alt=\"row accordion icon\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/02\/Search_GREEN-150x150.png 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/02\/Search_GREEN-300x300.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/02\/Search_GREEN-1022x1024.png 1022w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/02\/Search_GREEN-768x769.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/02\/Search_GREEN-640x641.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/02\/Search_GREEN-1024x1026.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2024\/02\/Search_GREEN.png 1060w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Data support <\/h3>\n            \n                  \n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-3\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>If you have questions about what you\u2019re seeing in the data, Sprint Enterprise is on hand to provide support.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n      <\/div>  \n        \n      \n      \n  \n  <\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_8f7717361f8d906ec61fec153df0e306\" class=\" signposts white \" id=\"signposts-block_8f7717361f8d906ec61fec153df0e306\"  >\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-100-0\">\n\n            <div class=\"col-1\">\n                \n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p>\u201cIn today\u2019s interconnected world, the ability to access high-quality data seamlessly is paramount for advisers. That\u2019s why we\u2019ve forged a partnership with Sprint Enterprise to bring you integrated data solutions.\u201d<\/p>\n\n                    <\/div>\n\n                \n                        \n                    \n                \n            <\/div>\n\n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"accordion-block_669b528cb834de4c9feb034c75ed4f2f\" class=\"accordion transparent\"  >\n   \n  <div class=\"row content body-push\">\n\n    <div class=\"grid\">\n\n      <div class=\"content\">\n\n        \n        \n          <h2 class=\"section-title\">Back-office providers available <\/h2>\n\n        \n        \n          <div class=\"description\">\n\n            <p>Sprint Enterprise is constantly adding more providers, and we\u2019ll be updating this page when they do.<\/p>\n\n          <\/div>\n\n        \n      <\/div>\n\n    <\/div>\n\n    \n\n    \n    \n      \n      \n        <div class=\"accordion\"> \n\n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-0\" aria-expanded=\"false\" aira-controls=\"tab-0\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Adviser Cloud<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Available now            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-0\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>Scope: Valuations only<\/p>\n<p>How to set up:\u00a0 Email <a href=\"mailto:team@advisercloud.co.uk\" target=\"_blank\" rel=\"noopener\">Adviser Cloud<\/a> asking for the FINIO feed to be set up. They\u2019ll let you know what you need to do next.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-1\" aria-expanded=\"false\" aira-controls=\"tab-1\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Adviser Copilot<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Coming soon            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-1\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>If you\u2019d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-2\" aria-expanded=\"false\" aira-controls=\"tab-2\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Benchmark Enable<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Coming soon            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-2\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>If you\u2019d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-3\" aria-expanded=\"false\" aira-controls=\"tab-3\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Confidante<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Available now            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-3\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>Scope:\u00a0Valuations, Transactions<\/p>\n<p>How to set up: Email <a href=\"mailto:admin@confidante.cloud\" target=\"_blank\" rel=\"noopener\">Confidante<\/a> asking for the FINIO feed to be set up. They\u2019ll let you know what you need to do next.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-4\" aria-expanded=\"false\" aira-controls=\"tab-4\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Dynamic Planner<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Coming soon            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-4\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>If you\u2019d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-5\" aria-expanded=\"false\" aira-controls=\"tab-5\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Family Capital<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Available now            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-5\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>Scope: Valuations only<\/p>\n<p>How to set up: If you\u2019re interested in getting data into Family Capital, please contact <a href=\"mailto:support@finio.co.uk\" target=\"_blank\" rel=\"noopener\">support@finio.co.uk<\/a>. They\u2019ll let you know what you need to do next.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-6\" aria-expanded=\"false\" aira-controls=\"tab-6\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Fastrak (Sprint)<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Available now            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-6\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>Scope:\u00a0Valuations,\u00a0Transaction<\/p>\n<p>How to set up:\u00a0 Email <a href=\"mailto:support@finio.co.uk\" target=\"_blank\" rel=\"noopener\">Sprint<\/a> asking for the FINIO feed to be set up. They\u2019ll let you know what you need to do next.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-7\" aria-expanded=\"false\" aira-controls=\"tab-7\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Finscape<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Coming soon            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-7\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>If you\u2019d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-8\" aria-expanded=\"false\" aira-controls=\"tab-8\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">intelliflo office<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Available now            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-8\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p><strong>Scope:<\/strong> Valuations only<\/p>\n<p><strong>How to set up &#8211; Wealthtime<\/strong>:<br \/>\n1. Go to the intelliflo store, search for the \u2018Wealthtime Valuations\u2019 app and install<br \/>\n2. We&#8217;ll be turning on the new feed for all users who&#8217;ve installed the app on <strong>31st July 2024. <\/strong>At that time, we&#8217;ll be turning off the old feed &#8211; so please make sure you&#8217;ve downloaded the app well before this date<\/p>\n<p><strong>How to set up &#8211; Wealthtime Classic<\/strong>:<br \/>\n1. Go to the intelliflo store, search for the &#8216;Wealthtime Classic Valuations&#8217; app and install<br \/>\n2. Sprint Enterprise will be in touch about next steps<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-9\" aria-expanded=\"false\" aira-controls=\"tab-9\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Moneyinfo<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Available now            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-9\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>Scope: Valuations only<\/p>\n<p>How to set up: Email <a href=\"mailto:support@moneyinfo.com\" target=\"_blank\" rel=\"noopener\">Moneyinfo<\/a> asking for the FINIO feed to be set up. They\u2019ll let you know what you need to do next.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-10\" aria-expanded=\"false\" aira-controls=\"tab-10\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Ningi<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Coming soon            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-10\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>If you\u2019d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-11\" aria-expanded=\"false\" aira-controls=\"tab-11\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Plannr<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Available now            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-11\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>Scope: Valuations only<\/p>\n<p>How to set up: Email <a href=\"mailto:integrations@plannrcrm.com\" target=\"_blank\" rel=\"noopener\">Plannr<\/a> asking for the FINIO feed to be set up. They\u2019ll let you know what you need to do next.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-12\" aria-expanded=\"false\" aira-controls=\"tab-12\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">SS&amp;C<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Available now            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-12\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>Scope:\u00a0Valuations,\u00a0Transactions<\/p>\n<p>How to set up:\u00a0 If you\u2019re interested in getting data into SS&amp;C, please contact <a href=\"mailto:support@finio.co.uk\">support@finio.co.uk<\/a>. They\u2019ll let you know what you need to do next.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-13\" aria-expanded=\"false\" aira-controls=\"tab-13\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Time4Advice\/Curo<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Coming soon            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-13\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>If you\u2019d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-14\" aria-expanded=\"false\" aira-controls=\"tab-14\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Timeline<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Coming soon            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-14\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>If you\u2019d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-15\" aria-expanded=\"false\" aira-controls=\"tab-15\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Vega<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Coming soon            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-15\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>If you\u2019d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.<\/p>\n<p>&nbsp;<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-16\" aria-expanded=\"false\" aira-controls=\"tab-16\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Wealthcraft<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Coming soon            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-16\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>If you\u2019d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-17\" aria-expanded=\"false\" aira-controls=\"tab-17\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">WealthObjects<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Coming soon            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-17\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>If you\u2019d like to be among the first to get access, please email your usual Wealthtime or Wealthtime Classic sales contact to let them know.<\/p>\n<p>&nbsp;<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item  icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-18\" aria-expanded=\"false\" aira-controls=\"tab-18\" aria-disabled=\"false\">\n          \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Xplan<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Coming Soon            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-18\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p>How to set up: Email <a href=\"mailto:FINIO@wealthtime.com\" target=\"_blank\" rel=\"noopener\">FINIO@wealthtime.com<\/a> and let us know that you\u2019d like to be set up.<\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n      <\/div>  \n        \n      \n      \n  \n  <\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_21f691fcc5cbd929f1dca261a02a7c42\" class=\" signposts white \" id=\"signposts-block_21f691fcc5cbd929f1dca261a02a7c42\"  >\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-100-0\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">Any questions? <\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p>If you have any questions about the FINIO data hub, please get in touch with your <a href=\"https:\/\/www.wealthtime.com\/advisers\/contact\/\" rel=\"noopener\" target=\"_blank\">usual sales contact<\/a>.<\/p>\n\n                    <\/div>\n\n                \n                        \n                    \n                \n            <\/div>\n\n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-5158","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Finio - Advisers<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wealthtime.com\/advisers\/finio\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Finio - Advisers\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.wealthtime.com\/advisers\/finio\/\" \/>\n<meta property=\"og:site_name\" content=\"Advisers\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-11T10:32:19+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/finio\\\/\",\"url\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/finio\\\/\",\"name\":\"Finio - 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