burder menu bar burder menu bar burder menu bar burder menu bar burder menu bar burder menu bar

Platform & Data Source Integrations

Integrations available on LIVE


Data Sources

Method of integration

Status

Valuations

Transactions

Automated Reporting

0 7IM

7IM

Bulk Platform

LIVE



0 IRESS-XPLAN

Adviser Office

API

LIVE


0 Aegon-Aegon-ARC

Aegon / Aegon ARC

Contract Enquiry

LIVE



  0 AJ-Bell

AJ Bell

Bulk Platform

LIVE



  0 Ascentric

Ascentric

Bulk Platform

LIVE



0 Aviva-WRAP-Pensions

Aviva WRAP / Pensions

Contract Enquiry

LIVE



0 Brooks-Macdonald

Brooks Macdonald

Bulk Platform

LIVE



0 Cofunds-(Aegon)

Cofunds

Bulk Platform

LIVE


0 Bulk Data

Custom Bulk Feed

JSON, XML, CSV

LIVE



0 Fidelity-Fundsnetwork

Fidelity Fundsnetwork

Bulk Platform

LIVE



0 House Price Index

House Price Indices

Land Registry

LIVE



0 Hubwise

Hubwise

Bulk Platform

LIVE



0 iMix

iMix

Bulk Platform

LIVE


0 Intelliflo

Intelliflo

API

LIVE


0 IRESS-XPLAN

IRESS XPLAN

Bulk Platform / CRM

LIVE



0 James-Hay

James Hay

Bulk Platform

LIVE



0 LGT-Vestra

LGT Vestra

Bulk Platform

LIVE



0 Margetts

Margetts

Bulk Platform

LIVE


0 Marlborough-Funds

Marlborough Funds

Bulk Platform

LIVE


0 Morningstar

Morningstar

Daily Price Feeds

Live




0 Novia

Novia

Bulk Platform

LIVE


0 Nucleus

Nucleus

Bulk Platform

LIVE



0 Old-Mutual-IS

Old Mutual IS

Bulk Platform

LIVE



0 Parmenion

Parmenion

Bulk Platform

LIVE



0 Pershing

Pershing

Bulk Platform

LIVE


0 IRESS-XPLAN

Pulse

Bulk Platform

LIVE

0 Quai-Administration

Quai Administration

Bulk Platform

LIVE



0 Royal-London

Royal London

Bulk Platform

LIVE



0 Scottish-Widows

Scottish Widows

Contract Enquiry

LIVE



0 Standard-Life

Standard Life

Contract Enquiry

LIVE



0 Time4Advice

Time4Advice

Bulk Platform

LIVE


0 Transact

Transact

Bulk Platform

LIVE


0 Wealthtime

Wealthtime

Bulk Platform

LIVE



0 Yodlee-Banking

Yodlee Banking

API

LIVE


0 Yodlee-Banking

Yodlee Stock Brokerage

API

LIVE


0 Zurich

Zurich

Bulk Contract Enquiry

LIVE



Integrations currently available for Beta Testing

Rathbones

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

Insignis

TBC

Under Investigation

Investec

Bulk Platform

In Development

Julius Baer

TBC

Not Started

Legal & General

TBC

Under Investigation

P1 Investments

TBC

Under Investigation

Platform Securities

Bulk Platform

Under Investigation

Praemium

Bulk Platform

Not Started

Prudential

TBC

Not Started

Quilters

Bulk Platform

Under Investigation

Raymond James

Bulk Platform

Under Investigation

SEI

TBC

Under Investigation

ZOOM

TBC

Under Investigation

*List correct at time of publication (07.04.2020).

Make an enquiry...