104 integrations

Fully connected financial advice software

Bringing your technology together - connecting what you use today with what you'll need tomorrow

4admin
7iM
AJ Bell Custody Solutions
AJ Bell Investcentre
ATEB suitability
AdvisoryAi
Aegon
Aegon Platform
Aegon Retirement Choices
Aveni assist
Aviva
Aviva Wrap
Bordier & Cie
Brooks Macdonald
Canaccord Wealth
Canada Life
Canada Life International
Cazenove
Charles Stanley
Comentis
Contengo Powered by FE Fundinfo
Countrywide Assured
Credo
DCi
Defaqto engage
Docusign
Dynamic Planner
EV
Elemnta
Elevate - Aberdeen
Evelyn Partners
FE Analytics
FE CashCalc
FUJI xerox
Fidelity
FinCalc
Fundment
GBG
Genovo
Growth Centre
Hubwise
Insignis cash
Invessed
Iress O&M Profiler
LV
Legal and General
M&G Wealth Platform
Mabel insights
Mailchimp
Margetts
Meridiem
Model Office
MoneyInfo
MorganAsh
Morningstar Wealth Platform
Novia Global Platform
Nucleus
Nucleus Platform
Octopus Investments
Oxford Risk
P1 Platform
Paraplanning online
Parmenion
Pershing
Phoenix Wealth
PlannerPal
PowerPlanner
Pru
Quilter Cheviot
Quilter International
Quilter Investment Platform
RBC Brewin Dolphin
RL360
Rathbones
Raymond James
Recordsure
Royal London
Ruffer
SEI
Saturn
Scanshare
Scottish Widows
Scottish Widows (ex CM)
Scottish Widows Platform
Selectapension
SmartSearch
Standard Life
Standard Life Wrap (Aberdeen)
Timeline
Transact
Trustestate
Umlaut
Umlaut Connect
VanillaMail
Videosign
Virtual Cabinet
Vitality
Voyant
Watermark
Waverton
Wealthtime
Woven Advice
ZeroKey
Zurich

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