- 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
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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
Provider |
Real time valuations |
Bulk holdings |
eRemunerations |
Transaction history |
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Adviser Cloud |
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Assyst |
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Bluecoat |
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Capita Financial Software |
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Creative |
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Distribution Technology |
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Durell |
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Fairs |
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IFA Systems |
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IntelliFlo |
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IRESS |
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JCS |
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Moneyinfo |
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Morningstar Adviser Workstation |
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O&M |
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Plum Software |
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Prestwood |
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Prompt Capital Monitoring |
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Sirius SWIFT |
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Sprint Enterprise |
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Time4Advice |
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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.