Platform & Data Source Integrations
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Data Sources |
Method of Integration |
Product Types |
Valuations |
Transactions |
Automated Document Delivery |
Performance |
Account Opening |
ZeroKey Integration |
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7IM |
Bulk Platform |
ISA
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✔ |
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✔ |
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abrdn |
Contract Enquiry |
Wraps
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✔ |
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abrdn Elevate |
Bulk Platform |
Wraps (Cash Account, GIA, ISA and SIPP) |
✔ |
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✔ |
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Aegon |
Contract Enquiry |
Pensions
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✔ |
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Aegon Platform |
Bulk Platform |
Pensions
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✔ | ✔ |
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Aegon ARC |
Bulk via Origo Integration Hub |
Pensions, GIA, ISA |
✔ | ✔ |
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AJ Bell |
Bulk Platform |
SIPP
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✔ |
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AJ Bell Securities |
Bulk Platform |
SIPP
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✔ | ✔ |
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Aviva |
Contract Enquiry |
Pensions
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✔ |
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✔ |
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Aviva WRAP / Pensions |
Bulk via Origo Integration Hub |
Wraps
|
✔ | ✔ |
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✔ |
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Brooks Macdonald |
Bulk Platform |
Pensions
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✔ |
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Canaccord Genuity |
Bulk Platform |
GIA, ISA, SIPP |
✔ | ✔ |
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Custom Bulk Feed |
JSON, XML, CSV |
ALL |
✔ |
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✔ |
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First Rate |
API or Bulk File |
Performance, Automated Documents |
|
✔ | ✔ |
✔
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Fundment |
Bulk Platform |
GIA, ISA, SIPP, Offshore Bond and SSAS |
✔ |
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✔ |
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Fidelity Fundsnetwork |
Bulk Platform |
Pensions
|
✔ |
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✔ |
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iMix |
Bulk Platform |
Plans
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✔ |
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✔ |
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Insignis |
Bulk Platform |
Bank Accounts |
✔ |
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Intelliflo |
API |
ALL |
✔ |
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Investec |
Bulk Platform |
ALL |
✔ |
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IRESS XPLAN |
Bulk Platform / CRM |
ALL |
✔ |
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Pulse |
Bulk Platform |
Portfolio |
✔ | ✔ | ✔ | ✔ |
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James Hay |
Bulk Platform |
Pensions
|
✔ |
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LGT Vestra |
Bulk Platform |
Account Groups
|
✔ |
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M&G Wealth |
Bulk Platform |
Pensions
|
✔ |
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✔ |
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Margetts |
Bulk Platform |
Investments
|
✔ | ✔ |
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Marlborough Funds |
Bulk Platform |
ISA
|
✔ | ✔ |
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Meteor |
Bulk Platform |
Structured products |
✔ |
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Morningstar Wealth |
Bulk Platform |
Pensions
|
✔ | ✔ |
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Multrees |
Bulk Platform |
ISA
|
✔ |
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✔ | ✔ |
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Nucleus |
Bulk Platform |
Pensions
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✔ | ✔ |
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P1 Investment Management (Seccl) |
Bulk Platform |
Portfolio |
✔ | ✔ |
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Parmenion |
Bulk Platform |
Pensions
|
✔ |
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Pershing |
Bulk Platform |
Portfolio |
✔ | ✔ | ✔ |
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Point Group |
API |
Documents |
✔ | ✔ |
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✔ |
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Prudential |
Bulk Platform |
Pensions
|
✔ |
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Quilter |
Bulk Platform |
Pensions
|
✔ |
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✔ |
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Quai Administration |
Bulk Platform |
ISA
|
✔ |
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Platform Securities |
Bulk Platform |
Pensions, GIA, ISA |
✔ | ✔ |
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Rathbones |
Bulk Platform |
Pensions
|
✔ |
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Raymond James |
Bulk File via Finio |
ALL |
✔ | ✔
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Royal London |
Contract Enquiry |
Pensions
|
✔ |
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Scottish Widows |
Contract Enquiry |
Pensions
|
✔ |
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Scottish Widows Platform |
Periodic data file upload |
Pensions
|
✔ | ✔ |
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Seccl Platform |
Bulk Platform |
ALL |
✔ | ✔ |
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✔ |
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SEI |
API |
ISA
|
✔ | ✔ | ✔ | ✔ | ✔ |
|
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Bulk Platform |
ALL |
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✔ |
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SS&C Hubwise |
Bulk Platform |
SIPP
|
✔ | ✔ | ✔ |
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Third Platform |
Bulk Platform |
ALL |
✔ | ✔ |
✔
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✔ |
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Time4Advice Curo |
Bulk Platform |
ALL |
✔ |
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✔ |
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Transact |
Bulk Platform |
Pensions
|
✔ | ✔ | ✔ |
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✔ |
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Wealthcraft |
Bulk Platform / CRM |
ALL |
✔ |
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Wealthtime |
Bulk Platform |
Pensions
|
✔ | ✔ |
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Wealthtime Select |
Bulk Platform |
Pensions
|
✔ | ✔ |
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Yodlee Banking |
API |
Open banking |
✔ | ✔ |
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Yodlee Stock Brokerage |
API |
Pensions,
|
✔ | ✔ |
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Service Integrations |
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Integration Platform |
Service |
|
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Appointedd |
Meeting Scheduler |
|
Calendly |
Meeting Scheduler |
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Chatbots |
Customer Engagement |
|
Docusign |
Secure, Online Document Signature Management |
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Social Media |
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Google Analytics |
Web Page Analytics |
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HM Land Registry |
Property Valuation |
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Corporate Social Media |
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Microsoft Bookings |
Appointment Scheduling and Management |
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Morningstar |
Daily Price Feed |
|
Nimbus |
Postcode Lookup |
|
Salesforce |
Customer Relationship Management |
|
Timely |
Meeting Scheduler |
|
X |
Social Media |
Network Due Diligence Approved |
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Network |
Service |
|
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Nextgen Planners |
Business Support |
|
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Quilter Financial Planning |
Business Support |
|
threesixty Services |
Business Support |
*Pending live client testing.