Last updated 10th Nov 23.
| ✔ = Full set | W = Wraps | S = SIPPs | C = Collectives | P = Pensions | B = Bonds | WL = Whole of life | E = Endowments | MF = Manual Bulk File |
| Providers | Valuations Contract enquiry |
Valuations Bulk valuation |
CommPay CSV / e-Revenue |
Transaction history | Security |
|---|---|---|---|---|---|
| 7IM | ✔ | CSV | ✔ | Password | |
| AJ Bell | ✔ | ✔ | ✔ | Password | |
| Aegon (Prev Scot Eq) | B/P | ✔ | UniPass | ||
| Aegon Platform (Prev Cofunds) | ✔ | ✔ | ✔ | Password | |
| Aegon Retirement Choices | ✔ | ✔ | Password | ||
| Aviva | B/P | ✔ | Unipass | ||
| Aviva Wrap | ✔ | ✔ | FCA Number | ||
| Bordier & Cie (UK) PLC | MF | CSV | File Upload | ||
| Brewin Dolphin | ✔ | CSV | Password | ||
| Brooks Macdonald | ✔ | CSV | Password | ||
| Canaccord Genuity WM | ✔ | CSV | Adviser Code (Fund Manager Code) | ||
| Canada Life | B/P | CSV | Unipass | ||
| Canada Life International | B | CSV | Unipass | ||
| Cazenove | ✔ | CSV | ✔ | Adviser ID | |
| Charles Stanley | ✔ | ✔ | |||
| Elevate - Standard Life | ✔ | ✔ | FCA Number | ||
| Evelyn Partners Portfolio Administration | ✔ | ✔ | |||
| Fidelity | ✔ | ✔ | ✔ | Password | |
| Hubwise | ✔ | ||||
| Investec W & I | ✔ | ✔ | Password | ||
| James Hay | ✔ | ✔ | Password | ||
| Kuber Ventures | ✔ | FCA Number | |||
| LV= (e-Revenue is only available for pensions) |
S | ✔ | Unipass | ||
| Legal & General | B/P | ✔ | Unipass | ||
| Margetts | ✔ | CSV | Password | ||
| M&G Wealth Platform | ✔ | CSV | ✔ | Password | |
| Novia | ✔ | ✔ | Password | ||
| Novia Global Platform | ✔ | ||||
| Nucleus | ✔ | CSV | Password | ||
| Octopus Investments | ✔ | Advisor Code | |||
| Old Mutual Wealth Assurance | B/P/C | ✔ | Password | ||
| Parmenion | ✔ | CSV | Password | ||
| Pershing | ✔ | CSV | ✔ | Adviser Code (RSP) | |
| Phoenix Wealth (AXA Wealth) | B/P | CSV | Password | ||
| Praemium | ✔ | ||||
| Prudential | ✔ | ✔ | Unipass | ||
| Quilter Cheviot | ✔ | CSV | Password | ||
| Quilter Investment Platform | ✔ | ✔ | FCA Number | ||
| Rathbones | MF | CSV | File Upload | ||
| Raymond James | ✔ | CSV | ✔ | IS Code | |
| Royal London (Scottish Life, Provident & Mutual) | B/P | ✔ | Unipass | ||
| SEI | ✔ | CSV | ✔ | Password | |
| SIPP Centre | S | CSV | Password | ||
| Sanlam | B/P/C | CSV | Password | ||
| Scottish Widows (CM) | B/P | ✔ | Unipass | ||
| Scottish Widows (SW) | B/P/C/S | ✔ | Unipass | ||
| Scottish Widows Platform | ✔ | ✔ | ✔ | FCA Number | |
| Standard Life | B/P/C/S | ✔ | Unipass | ||
| Standard Life Wrap (Abrdn) | W | ✔ | Unipass | ||
| Transact | ✔ | CSV | Password | ||
| Vitality (Prudential Health) | ✔ | ✔ | |||
| Zurich | B/P | ✔ | Unipass |
