Platform & Data Source Integrations
|
|
Data Sources |
Method of Integration |
Status |
Product Types |
Valuations |
Transactions |
Automated Reporting |
Performance |
|
|
7IM |
Bulk Platform |
LIVE |
ISA
|
✔ |
|
|
|
|
abrdn |
Contract Enquiry |
LIVE |
Wraps
|
✔ |
|
|
|
|
|
abrdn Elevate |
Bulk Platform |
LIVE |
Wraps (Cash Account, GIA, ISA and SIPP) |
✔ |
|
|
|
|
Aegon |
Contract Enquiry |
LIVE |
Pensions
|
✔ |
|
|
|
|
|
Aegon Platform |
Bulk Platform |
LIVE |
Pensions
|
✔ | ✔ |
|
|
|
|
Aegon ARC |
Bulk via Origo Integration Hub |
LIVE |
Pensions, GIA, ISA |
✔ | ✔ |
|
|
|
AJ Bell |
Bulk Platform |
LIVE |
SIPP
|
✔ |
|
|
|
|
|
AJ Bell Custodian Services |
Bulk Platform |
LIVE |
SIPP
|
✔ | ✔ |
|
|
|
Aviva |
Contract Enquiry |
LIVE |
Pensions
|
✔ |
|
|
|
|
|
Aviva WRAP / Pensions |
Bulk via Origo Integration Hub |
LIVE |
Wraps
|
✔ | ✔ |
|
|
|
Brooks Macdonald |
Bulk Platform |
LIVE |
Pensions
|
✔ |
|
|
|
|
Canaccord Genuity |
Bulk Platform |
LIVE |
GIA, ISA, SIPP |
✔ | ✔ |
|
|
|
Custom Bulk Feed |
JSON, XML, CSV |
LIVE |
ALL |
✔ |
|
|
|
|
First Rate |
API or Bulk File |
Planned |
Performance, Automated Documents |
|
|
✔ |
|
|
Fundment |
Bulk Platform |
LIVE |
GIA, ISA, SIPP, Offshore Bond and SSAS |
✔ |
|
|
|
|
Fidelity Fundsnetwork |
Bulk Platform |
LIVE |
Pensions
|
✔ |
|
|
|
|
Hubwise |
Bulk Platform |
LIVE |
SIPP
|
✔ | ✔ | ✔ |
|
|
iMix |
Bulk Platform |
LIVE |
Plans
|
✔ |
|
✔ |
|
|
Insignis |
Bulk Platform |
LIVE |
Bank Accounts |
✔ |
|
|
|
|
Intelliflo |
API |
LIVE |
ALL |
✔ |
|
|
|
|
Investec |
Bulk Platform |
LIVE* |
ALL |
✔ |
|
|
|
|
Adviser Office |
API |
LIVE |
ALL |
✔ |
|
✔ |
|
|
|
IRESS XPLAN |
Bulk Platform / CRM |
LIVE |
ALL |
✔ |
|
|
|
|
|
Pulse |
Bulk Platform |
LIVE |
Portfolio |
✔ | ✔ | ✔ | ✔ |
|
James Hay |
Bulk Platform |
LIVE |
Pensions
|
✔ |
|
|
|
|
LGT Vestra |
Bulk Platform |
LIVE* |
Account Groups
|
✔ |
|
|
|
|
M&G Wealth |
Bulk Platform |
LIVE |
Pensions
|
✔ |
|
|
|
|
Margetts |
Bulk Platform |
LIVE |
Investments
|
✔ | ✔ |
|
|
|
Marlborough Funds |
Bulk Platform |
LIVE |
ISA
|
✔ | ✔ |
|
|
|
Meteor |
Bulk Platform |
LIVE |
Structured products |
✔ |
|
|
|
|
Morningstar Wealth |
Bulk Platform |
LIVE |
Pensions
|
✔ | ✔ |
|
|
|
Multrees |
Bulk Platform |
LIVE |
ISA
|
✔ |
|
✔ | ✔ |
|
Nucleus |
Bulk Platform |
LIVE |
Pensions
|
✔ | ✔ |
|
|
|
P1 Investment Management (Seccl) |
Bulk Platform |
LIVE |
Portfolio |
✔ | ✔ |
|
|
|
Parmenion |
Bulk Platform |
LIVE |
Pensions
|
✔ |
|
|
|
|
Pershing |
Bulk Platform |
LIVE |
Portfolio |
✔ | ✔ | ✔ |
|
|
Point Group |
API |
In Development |
Documents |
✔ | ✔ |
|
✔ |
|
Prudential |
Bulk Platform |
LIVE |
Pensions
|
✔ |
|
|
|
|
Quilter |
Bulk Platform |
LIVE |
Pensions
|
✔ |
|
|
|
|
Quai Administration |
Bulk Platform |
LIVE |
ISA
|
✔ |
|
|
|
|
Platform Securities |
Bulk Platform |
LIVE |
Pensions, GIA, ISA |
✔ | ✔ |
|
|
|
Rathbones |
Bulk Platform |
LIVE |
Pensions
|
✔ |
|
|
|
|
Royal London |
Contract Enquiry |
LIVE |
Pensions
|
✔ |
|
|
|
|
Scottish Widows |
Contract Enquiry |
LIVE |
Pensions
|
✔ |
|
|
|
|
Seccl Platform |
Bulk Platform |
LIVE |
ALL |
✔ | ✔ |
|
|
|
SEI |
API |
LIVE |
ISA
|
✔ | ✔ | ✔ | ✔ |
|
Bulk Platform |
LIVE |
ALL |
|
|
✔ |
|
|
|
Third Platform |
Bulk Platform |
LIVE |
ALL |
✔ | ✔ |
✔
|
✔ |
|
Time4Advice Curo |
Bulk Platform |
LIVE |
ALL |
✔ |
|
✔ |
|
|
Transact |
Bulk Platform |
LIVE |
Pensions
|
✔ | ✔ | ✔ |
|
|
Wealthcraft |
Bulk Platform / CRM |
LIVE |
ALL |
✔ |
|
|
|
|
WealthKernel |
API |
Planned |
SIPP
|
✔ | ✔ | ✔ |
|
|
Wealthtime |
Bulk Platform |
LIVE |
Pensions
|
✔ | ✔ |
|
|
|
Wealthtime Select |
Bulk Platform |
LIVE |
Pensions
|
✔ | ✔ |
|
|
|
Yodlee Banking |
API |
LIVE |
|
✔ | ✔ |
|
|
|
|
Yodlee Stock Brokerage |
API |
LIVE |
|
✔ | ✔ |
|
|
|
Zurich |
Periodic data file upload |
LIVE |
Pensions
|
✔ |
|
|
|
Service Integrations |
||
|
|
Integration Platform |
Service |
|
|
Appointedd |
Meeting Scheduler |
|
Calendly |
Meeting Scheduler |
|
Chatbots |
Customer Engagement |
|
Docusign |
Secure, Online Document Signature Management |
|
|
Social Media |
|
Google Analytics |
Web Page Analytics |
|
HM Land Registry |
Property Valuation |
|
|
Corporate Social Media |
|
Morningstar |
Daily Price Feed |
|
Nimbus |
Postcode Lookup |
|
Timely |
Meeting Scheduler |
|
|
Social Media |
Network Due Diligence Approved |
||
|
|
Network |
Service |
|
|
Nextgen Planners |
Business Support |
|
Quilter Financial Planning |
Business Support |
|
threesixty Services |
Business Support |
*Pending live client testing.