Overview
Canni Money is a SMSF client engagement tool, allowing you to pinpoint opportunities to enhance your clients’ retirement savings. It assist with identifying opportunities relating to property investing and refinancing taking your clients assets and liabilities into account. Providing referral process for mortgage and insurance arrangements.
Integration
Canni Money gives the ability for accountants to refer Canni to their clients who could save money by re-financing their LRBAs, and offering property insurances.
Canni developed a best in-class credit decision software that uses business rules to provide instantaneous credit outcomes for applicants based on data directly sourced from Class and presented in an opportunities dashboard in Canni. More information can be found on the Canni Money website.
How to establish the integration
A Class user needs to register an account on the Canni Money website. The first user to register will become the Canni administrator for their business and will need to setup all other users of the same accounting firm/business. Canni uses single sign on with your Class credentials.
- Click the link below or type the link into your browser to access the Canni Money system and register your Class account with Canni money or https://smart.cannimoney.com/canni_money/RegisterNow?RegistrationType=ClassAdvisor
- Grant access to your Class data for the business you want them to be able to access.
Canni Money will send you an email to validate your email. If you don't receive the email check your SPAM folder. Click the link in the email and select your own strong Canni Money password. Login to Canni using your email address and the password you just selected.
Using Canni Money application
Now that you have registered with Canni Money and selected a strong password, login for the first time. Select “Accept & review your data” from the Canni Money Agreement. Your data load will now load automatically.
This step might take some time to complete depending on the number of funds you have with Class. We will keep you updated on the progress of the data load from Class to Canni.
Navigate to the “Firm Dashboard” from the left-hand menu to review your data.
Navigate to the “Opportunities” section from the left-hand menu to see which of your clients are ready for a Refinance with Canni Money.
Granting access to the Canni application - scopes
You will be asked to grant permission to your Class data. See API Access to Class data - Partner Application for details. The following scopes will be requested by the Canni Application:
- Know your identity
- Read your business information, basic information, email address, address and phone number
- Read all fund information
- Access your data while you are not logged in to Class
Revoking access from the Canni application
See API Access to Class data - Partner Application for details on how to revoke access.
Canni Money support
There is a comprehensive User Guide available on the Canni Money Dashboard. Once you have registered use this guide that is updated regularly to see how to use the many features of the Canni Money system.
You can email hello@cannimoney.com for support.