We understand efficient, streamlined, intuitive back-office capabilities are vital to your business. That’s why we provide services to allow integration of ARC data to a third-party system, such as your back office, tools or client portal.
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.
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.
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 ARC 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 | Bulk valuations | Bulk transactions | Bulk fees and charges | Contract enquiry (SIPP only) |
|---|---|---|---|---|
| Adviser Cloud1 | Yes | – | – | – |
| Assyst Software | – | – | – | Yes |
| Contengo1 | Yes | Yes | – | – |
| Creative Technologies / Benchmark1 | Yes | – | – | Yes |
| Dynamic Planner1 | Yes | – | – | – |
| Durell Software | – | – | – | Yes |
| FigureOut | – | – | – | Yes |
| intelliflo office | Yes | – | Yes | – |
| Iress - Adviser Office | Yes | Yes | Yes | – |
| Iress - Xplan | Yes | – | Yes | – |
| JCS | – | – | – | Yes |
| moneyinfo limited1 | Yes | Yes | – | Yes |
| Plannr1 | Yes | – | – | – |
| Plum Software | Yes | – | – | Yes |
| Synaptic Software1 | Yes | – | – | – |
| Time4Advice1 | Yes | – | – | Yes |
| True Potential | Yes | – | Yes | Yes |
| Twenty7tec1 | Yes | Yes | – | Yes |
| Wealthcraft1 | Yes | – | – | – |
| WealthObjects - AdviceObjects1 | Yes | – | – | – |
1Integration Partners who receive their bulk data from us via 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.