Platform & Data Source Integrations

Data Sources

Method of

Integration

Status

Product Types

Valuations

Transactions

Automated

Reporting

Performance

7IM

Bulk Platform

LIVE

ISA
GIA

abrdn

Contract Enquiry

LIVE

Wraps
Pensions
Bonds

abrdn Elevate

Bulk Platform

LIVE

Wraps (Cash Account, GIA,  ISA and SIPP)

Aegon

Contract Enquiry

LIVE

Pensions
Bonds

Aegon Platform

Bulk Platform

LIVE

Pensions
Investments

Aegon ARC

Bulk via Origo Integration Hub

LIVE

Pensions, GIA, ISA

AJ Bell

Bulk Platform

LIVE

SIPP
ISA
GIA
Discretionary Portfolios

AJ Bell Custodian Services 

Bulk Platform

LIVE

SIPP
ISA
GIA
Discretionary Portfolios

Aviva

Contract Enquiry

LIVE

Pensions
Bonds

Aviva WRAP / Pensions

Bulk via Origo Integration Hub

LIVE

Wraps

Brooks Macdonald

Bulk Platform

LIVE

Pensions
Investments

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
Investments

Hubwise

Bulk Platform

LIVE

SIPP
GIA
ISA

iMix

Bulk Platform

LIVE

Plans
Funds
Assets

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 
GIA
ISA

LGT Vestra

Bulk Platform

LIVE*

Account Groups
Pensions 
GIA
ISA

M&G Wealth

Bulk Platform

LIVE

Pensions
ISA
GIA

Margetts

Bulk Platform

LIVE

Investments
ISA

Marlborough Funds

Bulk Platform

LIVE

ISA
OEIC

Meteor

Bulk Platform

LIVE

Structured products

Morningstar Wealth

Bulk Platform

LIVE

Pensions
Investments

Multrees

Bulk Platform

LIVE

ISA
GIA
SIPP
Documents

Nucleus

Bulk Platform

LIVE

Pensions
Investments

P1 Investment Management (Seccl)

Bulk Platform

LIVE

Portfolio

Parmenion

Bulk Platform

LIVE

Pensions
Investments

Pershing

Bulk Platform

LIVE

Portfolio

Point Group

API

In Development

Documents

Prudential

Bulk Platform

LIVE

Pensions
Investments

Quilter

Bulk Platform

LIVE

Pensions
Investments

Quai Administration

Bulk Platform

LIVE

ISA
GIA
SIPP

Platform Securities

Bulk Platform

LIVE

Pensions, GIA, ISA

Rathbones

Bulk Platform

LIVE

Pensions
Investments

Royal London

Contract Enquiry

LIVE

Pensions
Bonds

Scottish Widows

Contract Enquiry

LIVE

Pensions
Bonds

Seccl Platform

Bulk Platform

LIVE

ALL

SEI

API

LIVE

ISA
GIA
SIPP

Sprint

Bulk Platform

LIVE

ALL

Third Platform

Bulk Platform

LIVE

ALL

Time4Advice Curo

Bulk Platform

LIVE

ALL

Transact

Bulk Platform

LIVE

Pensions
Investments

Wealthcraft

Bulk Platform / CRM

LIVE

ALL

WealthKernel

API

Planned

SIPP
GIA
ISA

Wealthtime

Bulk Platform

LIVE

Pensions
Investments

Wealthtime Select

Bulk Platform

LIVE

Pensions
Investments

Yodlee Banking

API

LIVE

Yodlee Stock Brokerage

API

LIVE

Zurich

Periodic data file upload

LIVE

Pensions
Investments

Service Integrations

Integration Platform

Service

Appointedd

Meeting Scheduler

Calendly

Meeting Scheduler

Chatbots

Customer Engagement

Docusign

Secure, Online Document Signature Management

Facebook

Social Media

Google Analytics

Web Page Analytics

HM Land Registry

Property Valuation

Linkedin

Corporate Social Media

Morningstar

Daily Price Feed

Nimbus

Postcode Lookup

Timely

Meeting Scheduler

Twitter

Social Media

Network Due Diligence Approved

Network

Service

Nextgen Planners

Business Support

Quilter Financial Planning

Business Support

threesixty Services

Business Support