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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 the FundsNetwork 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

Provider

Real time valuations

Bulk holdings

eRemunerations

Transaction history

Contact

Assyst

 

 

 

info@assyst-software.co.uk

Bluecoat

 

 

support@bluecoatssoftware.com

Capita Financial Software

 

 

financialsoftwaresupport@capita.co.uk
0800 028 033

Creative

 

 

 

support@creative-technologies.co.uk

Distribution Technology

 

 

 

support@distribution-technology.com
0844 850 1790

Durell

 

 

01823 326324

Fairs

 

 

 

support@fairs.plc.uk

IFA Systems

 

 

info@ifa-systems.co.uk

IntelliFlo

 

implementation@intelliflo.com

IRESS

clientsupport@iress.co.uk
08450 683000

JCS

 

techsupport@talkjcs.com
0845 004 9599

Moneyinfo

 

 

 

mik.cons@moneyinfo.com

Morningstar Adviser Workstation

 

 

 

aws@morningstar.com

Plum Software

 

 

support@plumsoftware.co.uk
0845 345 8456

Prestwood

 

 

 

ritchie@prestwood-group.co.uk

Prompt Capital Monitoring

 

 

info@promptcm.com
0844 225 2361

Sirius SWIFT

 

 

 

www.ssp-uk.com

Sprint Enterprise

 

support@sprintenterprise.co.uk
0845 612 5752

Time4Advice

 

info@time4advice.co.uk
0800 032 3744

True Potential

 

 

www.tpllp.com

Please note: Some software packages allow fee information and payments from FundsNetwork 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.