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 | ✔ | ||
Canaccord Genuity | Bulk Platform | LIVE | GIA, ISA, SIPP | ✔ | ✔ | ||
| 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 | ✔ | ✔ | |
Meteor | Bulk Platform | LIVE | Structured products | ✔ | |||
Morningstar Wealth | Bulk Platform | LIVE | Pensions | ✔ | ✔ | | |
| Nucleus | Bulk Platform | LIVE | Pensions | ✔ | ✔ | |
| Parmenion | Bulk Platform | LIVE | Pensions | ✔ | ||
| Pershing | Bulk Platform | LIVE | Portfolio | ✔ | ✔ | ✔ |
Prudential | Bulk Platform | LIVE | Pensions | ✔ | |||
Quilter | Bulk Platform | LIVE | Pensions | ✔ | |||
| Quai Administration | Bulk Platform | LIVE | ISA | ✔ | ||
Platform Securities | Bulk Platform | LIVE | Pensions, GIA, ISA | ✔ | ✔ | ||
| Rathbones | Bulk Platform | LIVE* | Pensions | ✔ | ||
| Royal London | Contract Enquiry | LIVE | Pensions | ✔ | ||
| Scottish Widows | Contract Enquiry | LIVE | Pensions | ✔ | ||
| Seccl Platform | Bulk Platform | LIVE | ALL | ✔ | ✔ | |
SEI | API | LIVE | ISA | ✔ | ✔ | ✔ | |
| 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 | ✔ | ||
WealthKernel | API | LIVE | SIPP | ✔ | ✔ | ✔ | |
Wealthtime | Bulk Platform | LIVE | Pensions | ✔ | ✔ | ||
| Wealthtime Select | 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.
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