Back-office integration

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.

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.

Back Office Provider	Contract Enquiry	Bulk Valuations	Bulk Transactions	Fee Statements
Advice Object
Adviser Cloud
Assyst
Benchmark Enable
Clarity
Clever Adviser
Confidante
Creative Technologies
Durell
Dynamic Planner
Fairs
Finplan (Bluecoat)
Focus
FundExpert
IFA Systems
Intelliflo			*
Iress: Adviser Office
Iress: Xplan (use SHIFA-H and IFA-H)
JCS
Money Hub
Moneyinfo
Morningstar Adviser Workstation
O&M Systems
Origo Integration Hub
Plannr
Plum Software
PRD Software Services
Prestwood
Prompt Capital Monitoring
Sirius SWIFT
Spint Enterprise
Synaptic
Time4Advice Curo
True Potential

*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.