Effi brokers are able to collect clients’ bank statements from Illion and Mogoplus. Both are trusted data providers so simply choose your preferred method under Settings/Capturing Bank Statements. The only downside? Illion bank statements collection doesn’t come with pre-populated data such as asset, income, expenses or liabilities.
1. Log into the broker portal and click on your profile image in the top right corner
2. Select 'Settings' from the drop down menu
3. Click on 'Capturing Bank Statement'
4. Select 'Illion Statements' and choose a set time period.
NOTE: Effi lite does not include email automation and electronic bank statement collection.
If you have any questions do not hesitate to reach out to us at email@example.com