Integrations available on LIVE |
|||||||
|
Data Sources |
Method ofI ntegration |
Status |
Product Types |
Valuations |
Transactions |
AutomatedReporting |
|
7IM |
Bulk Platform |
LIVE |
ISA
|
✔ |
|
|
![]() |
abrdn |
Contract Enquiry |
LIVE |
Wraps
|
✔ |
|
|
![]() |
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 |
Portfolio |
✔ |
|
|
![]() |
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
|
✔ | ✔ |
|
![]() |
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 |
|
|
✔ |
![]() |
Tercero |
Bulk Platform |
LIVE |
ALL |
✔ | ✔ |
|
![]() |
Time4Advice Curo |
Bulk Platform |
LIVE |
ALL |
✔ |
|
✔ |
![]() |
Transact |
Bulk Platform |
LIVE |
Pensions
|
✔ | ✔ |
|
![]() |
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 (11.04.2022).
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