Integrations available on LIVE | |||||||
Data Sources | Method ofIntegration | Status | Product Types | Valuations | Transactions | AutomatedReporting | |
| 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 | ✔ | ||
 | Aviva | Contract Enquiry | LIVE | Pensions | ✔ | ||
| | Aviva WRAP / Pensions | Bulk via Origo Integration Hub | LIVE | Wraps | ✔ | ||
 | Brooks Macdonald | Bulk Platform | LIVE | Pensions | ✔ | ||
 | Custom Bulk Feed | JSON, XML, CSV | LIVE | ALL | ✔ | ||
 | 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 | ✔ | ✔ | |
 | Novia | Bulk Platform | LIVE | Pensions | ✔ | ✔ | |
 | Nucleus | Bulk Platform | LIVE | Pensions | ✔ | ✔ | |
 | Parmenion | Bulk Platform | LIVE | Pensions | ✔ | ||
 | Pershing | Bulk Platform | LIVE | Portfolio | ✔ | ✔ | ✔ |
 | Praemium | Bulk Platform | LIVE | Pensions | ✔ | ✔ | |
 | Prudential | Bulk Platform | LIVE | Pensions | ✔ | ||
 | Quilter | Bulk Platform | LIVE | Pensions | ✔ | ||
 | Quai Administration | Bulk Platform | LIVE | ISA | ✔ | ||
 | Rathbones | Bulk Platform | LIVE* | Pensions | ✔ | ||
 | Royal London | Contract Enquiry | LIVE | Pensions | ✔ | ||
 | Scottish Widows | Contract Enquiry | LIVE | Pensions | ✔ | ||
 | Seccl Platform | Bulk Platform | LIVE | ALL | ✔ | ✔ | |
 | Sprint | 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 | ✔ | ||
 | Wealthtime | 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 |
List correct at time of publication (07.07.2022).
*Pending live client testing.
