How to...
Click below to head to our step-by-step, brief video tutorials on all of the Quick Actions available on our web-extension, as well as how to get started with ZeroKey and set up your data source(s) of choice.
Quick Action videos
Integration videos
Setup videos
Quick Actions into Oxford Risk
How to add a client
Oxford Risk
How to add an expenditure
Oxford Risk
How to add a client's debts
Oxford Risk
Quick Actions into Voyant
How to create a client
Voyant
How to add an expense
Voyant
How to add an income
Voyant
How to add an investment
Voyant
How to add an asset
Voyant
How to add a liability
Voyant
How to add a pension
Voyant
Quick Actions into FE CashCalc
How to add a client
FE CashCalc
How to add an address
FE CashCalc
How to add an expense
FE CashCalc
How to add an asset
FE CashCalc
How to add an income FE CashCalc
How to add an investment
FE CashCalc
How to add a pension
FE CashCalc
How to add a liability
FE CashCalc
How to upload a cashflow forecast PDF from FE CashCalc to intelliflo office
Quick Actions into Mabel Insights
How to add a client
Mabel Insights
How to add an income
Mabel Insights
How to add an investment, pension and asset
Mabel Insights
How to add an expense
Mabel Insights
Quick Actions into Timeline
How to add a client
Timeline
How to add an investment or pension
Timeline
How to add an income
Timeline
Quick Actions into 7IM
How to populate the 'client details' form
7IM
How to populate the 'new app client details' form
7IM
Quick Actions into M&G Wealth
How to populate the 'create client' form
M&G Wealth
Quick Actions into Aviva
How to populate the 'new quote client details' form
Aviva
How to populate the 'new app client details' form
Aviva
Quick Actions into Fintegrate
How to add a new case
Fintegrate
How to your client's policies
Fintegrate
Quick Actions into Fundment
How to add a lead
Fundment
Quick Actions into Fidelity
How to populate the 'create prospect' form
Fidelity
How to populate the 'create prospect' form
Fidelity
Quick Actions into Transact
How to populate the 'investor details' form
Transact
Integrate with intelliflo office
How to integrate
intelliflo office
Integrate with Iress Xplan
How to integrate
Iress Xplan
Get started with ZeroKey
How to install our web-extension on Microsoft Edge
ZeroKey
How to start using our web-extension
ZeroKey
How to install our web-extension on Google Chrome
ZeroKey