Focus on your clients with business integration

We have a wide range of services that can be integrated into your own front and back office systems.

This can help you speed up processes, reduce manual admin and save you time – letting you focus on servicing your clients.

Adviser Payments

Adviser statements can be sent directly to your back office system using the Origo Standard EDI service. 

Statements can also support your automated adviser payment reconciliation services to help streamline your processes.

If you'd like to integrate Adviser Payments into your own system, please contact your back office company. This feature is supported by a number of back office software companies, including:

  • Iress
  • Durell Software
  • intelliflo 
  • JCS
  • Plum Software

Valuations


Integrate our Contract Enquiry service into your own CRM system to quickly generate client valuations, basic plan details and breakdowns of funds your clients are invested in.
 

CRM software providers

Please find below a list of CRM software providers that we currently support with our Contract Enquiry service.

  • Assyst
  • Best Practice
  • Bluecoat
  • Distribution Technology
  • Durell
  • intelliflo 
  • Iress
  • JCS
  • Moneyinfo
  • Plum Software
  • Positive Solutions
  • Sprint (Fastrak)
  • Time4Advice
  • True Potential
  • TBX 
  • 1st Software
  • 2Plan

  • Register for online services

    You need to log in to our online services to use Client View. If you're not yet registered, you can sign up in just a few simple steps.

    If you need any help registering, please call our helpdesk on 0345 60 60 036. Call charges will vary.

  • Service directory

    Get access to all the services we offer and quickly find the support you need in our simple service directory.

Money invested is at risk. Tax may change in the future.

This website is for financial advisers only and must not be relied on by anyone else. If you're not an adviser, please go to our customer website for more information about our products and services.