intelliflo and sprint app integrations – income statement and contributions & withdrawals

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The Transact Platform Podcast

Transact

14 episodes

6 days ago

Welcome to the Transact Platform podcast, where we explore trends and insights shaping the financial advice landscape. Join us as we dive deeper into the key topics that matter to you. Tune in for insights, practical strategies and engaging discussions that will help you stay ahead in the evolving world of financial planning.

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intelliflo and sprint app integrations – income statement and contributions & withdrawals

The Transact Platform Podcast

21 minutes 58 seconds

1 month ago

intelliflo and sprint app integrations – income statement and contributions & withdrawals

In this episode of the Transact Podcast, Integrations Manager, Tom Phillips, sits down with Robin Bevan, CEO of Sprint, and Nick Eatock, Co-Founder of Intelliflo, to explore two powerful new apps for financial advisers:

• Transact Income Statement App

• Contributions & Withdrawals Compare App

Discover how these integrations automate manual processes, reduce risk, and improve data accuracy between Transact and Intelliflo systems. Learn why accurate data is critical for reporting, compliance, and even future AI adoption.

Listen now on Spotify or Apple Podcasts and stay ahead with smarter workflows.

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