Overview- Reports are available 24/7: reducing the need to rely on our call centre opening times
- Manageable record keeping: less reliance on paperwork
- Offers flexibility: ability to modify data, unlike paper statements
- Our Pension, ISA and Investment Accounts are integrated within our reports
Technical resources
Webinar: tax planning considerations following Labour's first Budget Tax year end planning Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Webinar: tax planning considerations following Labour's first Budget Tax year end planning Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Back-office integration
Our platform can be integrated into a range of third party software systems.
Our back-office integration service allows you to incorporate our platform into a range of software systems to help you manage your business more efficiently.
You can download holdings and valuations straight into your own back-office systems either in bulk or for individual clients.
Key features and benefits
Back-office compatible services
In addition to the
range of reports available we also offer the following options:
- Real-time valuations (RTVs): this service, also known as contract enquiry, allows you to request an up-to-date valuation for an individual account directly in to your back-office software
- Bulk holdings: this service makes it possible to run automated, regular reports that will populate back-office software with holdings information for all clients
- eRemunerations: you can easily integrate adviser fee reports directly into your back-office systems to automate the reconciliation of fee information and payments
- Transaction history: this service lets you run automated, regular reports that will populate back-office software with information of all transactions made on your clients' accounts.
List of software systems and services
|
Back Office Provider |
Contract Enquiry |
Bulk Valuations |
Bulk Transactions |
Fee Statements |
|---|---|---|---|---|
|
Advice Object |
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Adviser Cloud |
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Assyst |
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Benchmark Enable |
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Clarity |
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Clever Adviser |
|
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Confidante |
|
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Creative Technologies |
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Durell |
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Dynamic Planner |
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Fairs |
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Finplan (Bluecoat) |
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Focus |
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FundExpert |
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IFA Systems |
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Intelliflo |
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Iress: Adviser Office |
|
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Iress: Xplan (use SHIFA-H and IFA-H) |
|
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JCS |
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Money Hub |
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Moneyinfo |
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Morningstar Adviser Workstation |
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O&M Systems |
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Origo Integration Hub |
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Plannr |
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Plum Software |
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PRD Software Services |
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Prestwood |
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Prompt Capital Monitoring |
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Sirius SWIFT |
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Spint Enterprise |
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Synaptic |
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Time4Advice Curo |
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True Potential |
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*Not automated
Please note: Some software packages allow fee information and payments from Fidelity to be imported and automatically reconciled. All reports are available on a daily, weekly, monthly or quarterly basis and are provided in CSV (Comma Separated Values), TSV (Tab Separated Values) or XLS (pre-formatted Microsoft Excel) format.