To help get you to the right website, please choose one of the options below

Skip Header

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

  • 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

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


Real time valuations

Bulk holdings


Transaction history

Adviser Cloud


tick.png (24×24)









tick.png (24×24)


Capita Financial Software





tick.png (24×24)




Distribution Technology





tick.png (24×24)








IFA Systems







tick.png (24×24)


tick.png (24×24)

tick.png (24×24)*




tick.png (24×24)



Morningstar Adviser Workstation


tick.png (24×24)







Plum Software








Prompt Capital Monitoring



Sirius SWIFT



Sprint Enterprise

tick.png (24×24)

tick.png (24×24)


tick.png (24×24)


tick.png (24×24)

tick.png (24×24)

tick.png (24×24)


True Potential


tick.png (24×24)

tick.png (24×24)


*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.