Platform & Data Source Integrations

Integrations available on LIVE

Data Sources

Method of

Integration

Status

Product Types

Valuations

Transactions

Automated

Reporting

7IM

Bulk Platform

LIVE

ISA
IA

Adviser Office

API

LIVE

ALL

Aegon / Aegon ARC

Contract Enquiry

LIVE

Pensions
Bonds

AJ Bell

Bulk Platform

LIVE

SIPP
ISA
DA

Aviva WRAP / Pensions

Contract Enquiry

LIVE

Wraps
Pensions
Bonds

Brooks Macdonald

Bulk Platform

LIVE

Pensions
Investments

Cofunds

Bulk Platform

LIVE

Pensions
Investments

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
Investments

House Price Indices

Land Registry

LIVE

Hubwise

Bulk Platform

LIVE

SIPP
GIA
ISA

iMix

Bulk Platform

LIVE

Plans
Funds
Assets

Insignis

Bulk Platform

LIVE

Bank Accounts

Intelliflo

API

LIVE

ALL

IRESS XPLAN

Bulk Platform / CRM

LIVE

ALL

James Hay

Bulk Platform

LIVE

Pensions 
GIA
ISA

LGT Vestra

Bulk Platform

LIVE

Portfolio

M&G Wealth

Bulk Platform

LIVE

Pensions
ISA

Margetts

Bulk Platform

LIVE

Investments
ISA

Marlborough Funds

Bulk Platform

LIVE

ISA
OEIC

Morningstar

Daily Price Feeds

LIVE

Novia

Bulk Platform

LIVE

Pensions
Investments

Nucleus

Bulk Platform

LIVE

Pensions
Investments

Old Mutual IS

Bulk Platform

LIVE

Pensions
Investments

P1 Investments

Bulk Platform

LIVE

GIA, ISA, JISA, SIPP & SSAS

Parmenion

Bulk Platform

LIVE

Pensions
Investments

Pershing

Bulk Platform

LIVE

Portfolio

Praemium

Bulk Platform

LIVE

Pensions
Investments

Pulse

Bulk Platform

LIVE

Portfolio

Quai Administration

Bulk Platform

LIVE

ISA
GIA
SIPP

Rathbones

Bulk Platform

LIVE

Pensions
Investments

Royal London

Contract Enquiry

LIVE

Pensions
Bonds

Scottish Widows

Contract Enquiry

LIVE

Pensions
Bonds

Standard Life

Contract Enquiry

LIVE

Wraps
Pensions
Bonds

Time4Advice

Bulk Platform

LIVE

ALL

Transact

Bulk Platform

LIVE

Pensions
Investments

Wealthtime

Bulk Platform

LIVE

Pensions
Investments

Yodlee Banking

API

LIVE

Yodlee Stock Brokerage

API

LIVE

Zurich

Periodic data file upload

LIVE

Pensions
Investments

Integrations currently available for Beta Testing

Fastrak (Sprint)

Document/worlflow integration

In Beta Testing

Aegon ARC (via Origo Integration Hub)

Bulk Platform

In Beta Testing

Future Integrations

Alliance Trust

TBC

Not Started

Brewin Dolphin

TBC

Not Started

Calendly

TBC

Under Investigation

Cazenove

TBC

Not Started

Fusion Wealth

TBC

Under Investigation

Investec

Bulk Platform

In Development

Julius Baer

TBC

Not Started

Legal & General

TBC

Under Investigation

Platform Securities

Bulk Platform

Under Investigation

Prudential

TBC

Not Started

Quilters

Bulk Platform

Under Investigation

Raymond James

Bulk Platform

Under Investigation

SEI

TBC

Under Investigation

ZOOM

TBC

Under Investigation