Book a discovery call
Data Sources | Method ofIntegration | Product Types | Valuations | Transactions | AutomatedDocument Delivery | Performance | Account Opening | |
| 7IM | Bulk Platform | ISA | ✔ | ||||
 | abrdn | Contract Enquiry | Wraps | ✔ | ||||
| | abrdn Elevate | Bulk Platform | Wraps (Cash Account, GIA, ISA and SIPP) | ✔ | ||||
 | Aegon | Contract Enquiry | Pensions | ✔ | ||||
| Aegon Platform | Bulk Platform | Pensions | ✔ | ✔ | |||
| Aegon ARC | Bulk via Origo Integration Hub | Pensions, GIA, ISA | ✔ | ✔ | |||
 | AJ Bell | Bulk Platform | SIPP | ✔ | ||||
| AJ Bell Custodian Services | Bulk Platform | SIPP | ✔ | ✔ | |||
 | Aviva | Contract Enquiry | Pensions | ✔ | ||||
| | Aviva WRAP / Pensions | Bulk via Origo Integration Hub | Wraps | ✔ | ✔ | |||
 | Brooks Macdonald | Bulk Platform | Pensions | ✔ | ||||
 | Canaccord Genuity | Bulk Platform | GIA, ISA, SIPP | ✔ | ✔ | |||
 | Custom Bulk Feed | JSON, XML, CSV | ALL | ✔ | ✔ | |||
 | First Rate | API or Bulk File | Performance, Automated Documents | | ✔ | ✔ | ✔ | |
 | Fundment | Bulk Platform | GIA, ISA, SIPP, Offshore Bond and SSAS | ✔ | ||||
 | Fidelity Fundsnetwork | Bulk Platform | Pensions | ✔ | ||||
 | Hubwise | Bulk Platform | SIPP | ✔ | ✔ | ✔ | | |
 | iMix | Bulk Platform | Plans | ✔ | ✔ | | ||
 | Insignis | Bulk Platform | Bank Accounts | ✔ | | | ||
 | Intelliflo | API | ALL | ✔ | ||||
 | Investec | Bulk Platform | ALL | ✔ | | | ||
 | IRESS XPLAN | Bulk Platform / CRM | ALL | ✔ | ||||
| Pulse | Bulk Platform | Portfolio | ✔ | ✔ | ✔ | ✔ | |
 | James Hay | Bulk Platform | Pensions | ✔ | ||||
 | LGT Vestra | Bulk Platform | Account Groups | ✔ | ||||
 | M&G Wealth | Bulk Platform | Pensions | ✔ | | |||
 | Margetts | Bulk Platform | Investments | ✔ | ✔ | |||
 | Marlborough Funds | Bulk Platform | ISA | ✔ | ✔ | |||
 | Meteor | Bulk Platform | Structured products | ✔ | | |||
 | Morningstar Wealth | Bulk Platform | Pensions | ✔ | ✔ | | | |
 | Multrees | Bulk Platform | ISA | ✔ | | ✔ | ✔ | |
 | Nucleus | Bulk Platform | Pensions | ✔ | ✔ | |||
 | P1 Investment Management (Seccl) | Bulk Platform | Portfolio | ✔ | ✔ | |||
 | Parmenion | Bulk Platform | Pensions | ✔ | ||||
 | Pershing | Bulk Platform | Portfolio | ✔ | ✔ | ✔ | | |
 | Point Group | API | Documents | ✔ | ✔ | | ✔ | |
 | Prudential | Bulk Platform | Pensions | ✔ | | | | |
 | Quilter | Bulk Platform | Pensions | ✔ | ||||
 | Quai Administration | Bulk Platform | ISA | ✔ | ||||
 | Platform Securities | Bulk Platform | Pensions, GIA, ISA | ✔ | ✔ | |||
 | Rathbones | Bulk Platform | Pensions | ✔ | ||||
 | Royal London | Contract Enquiry | Pensions | ✔ | ||||
 | Scottish Widows | Contract Enquiry | Pensions | ✔ | ||||
| Scottish Widows Platform | Periodic data file upload | Pensions | ✔ | ✔ | |||
 | Seccl Platform | Bulk Platform | ALL | ✔ | ✔ | | | ✔ |
 | SEI | API | ISA | ✔ | ✔ | ✔ | ✔ | ✔ |
 | Bulk Platform | ALL | | ✔ | | |||
 | Third Platform | Bulk Platform | ALL | ✔ | ✔ | ✔ | ✔ | |
 | Time4Advice Curo | Bulk Platform | ALL | ✔ | ✔ | | ||
 | Transact | Bulk Platform | Pensions | ✔ | ✔ | ✔ | ||
 | Wealthcraft | Bulk Platform / CRM | ALL | ✔ | ||||
 | Wealthtime | Bulk Platform | Pensions | ✔ | ✔ | |||
 | Wealthtime Select | Bulk Platform | Pensions | ✔ | ✔ | |||
 | Yodlee Banking | API | Open banking | ✔ | ✔ | |||
| Yodlee Stock Brokerage | API | 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.
