We understand efficient, streamlined, intuitive back-office capabilities are vital to your business. That’s why we’ve worked closely with leading suppliers of back office and point of sale systems to integrate the Aegon Platform with your business.
Features and benefits at a glance
Depending on your system provider, we may offer the following automated tasks:
- Update all your clients’ valuations in one go.
- Real-time valuations.
- Transaction history.
- Fee reconciliation.
- Seamless, online trading.
- Client portals, including robo-advice – a branded online advice journey where your clients can assess their risk appetite and see recommended funds to invest in and trade.
Key benefits:
- Saves time — reduces the need to find and enter client data, minimises errors and exposure to risk.
- Reduces administration and increases efficiency in maintaining client and investment data.
- Enhanced data available for reporting to strengthen client engagement.
- Assists in provision of an accurate audit trail to help meet compliance and HMRC reporting requirements.
- Access to Intelliflo robo-advice services – offers a low value, cost-effective option for clients unsure of using full advice services.
Integrated partners and back-office system providers
The table below shows a list of integrated partners and back-office system providers that work with the Aegon Platform, and the tasks you can perform. We're continually working with providers to expand the list and the tasks you can do and we'll update the table regularly.
| Integration partner/back office system provider | Contract enquiry (single client, on demand) |
Bulk valuations | Bulk transactions | Fees and charges | Automated robo advice | Account opening |
|---|---|---|---|---|---|---|
| Adviser Cloud | - | ✓ | - | ✓ | - | - |
| Assyst Software | ✓ | ✓ | - | - | - | - |
| Contengo1 | - | ✓ | ✓ | - | - | - |
| Creative Technologies / Benchmark1 | ✓ | ✓ | - | - | - | - |
| Dynamic Planner | - | ✓ | - | - | - | - |
| Durell Software | ✓ | - | - | - | - | - |
| FigureOut | ✓ | - | - | ✓ | - | - |
| Focus Business Solutions Ltd1 | - | ✓ | - | - | - | - |
| intelliflo office1 | - | ✓ | ✓ | ✓ | ✓ | - |
| Iress - Adviser Office | - | ✓ | ✓ | ✓ | - | - |
| Iress - Xplan | - | ✓ | ✓ | ✓ | - | - |
| JCS | - | ✓ | - | Manual upload | - | - |
| Moneyhub | - | ✓ | - | - | - | - |
| moneyinfo limited | - | ✓ | ✓ | - | - | - |
| Plannr1 | - | ✓ | - | - | - | - |
| Plum Software | - | ✓ | - | ✓ | - | - |
| Prestwood Professional/Truth | - | ✓ | ✓ | - | - | - |
| Selectapension1 | - | - | - | - | - | ✓ |
| Sprint Enterprise Technology Ltd – Fastrak | - | ✓ | ✓ | - | - | - |
| Synaptic Software | - | ✓ | - | - | - | - |
| Time4Advice | - | ✓ | - | ✓ | - | - |
| True Potential | ✓ | - | - | Manual upload | - | - |
| Twenty7tec | ✓ | ✓ | - | ✓ | - | - |
| WealthObjects - AdviceObjects1 | - | ✓ | - | - | - | - |
| Wealthcraft1 | - | ✓ | - | - | - | - |
1 Integration Partners who receive their bulk data or account opening service(s) from us through Origo Integration Hub.
Contact us
We have a dedicated team on hand to help you get the most out of your software and support you with set up and ongoing training. For more information please speak to your usual Aegon contact.