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.

Origo Integration Hub

Since we joined the Origo Integration Hub, we can now share bulk data for daily valuations and transactions with any system that also connects to the Integration Hub for these services.

Find out more about how we connect with the Origo Integration Hub and the benefits to your business in our guide.

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
Dynamic Planner1 Yes
Durell Software Yes
FigureOut1 Yes
intelliflo office Yes Yes
Iress - Xplan Yes Yes
moneyinfo limited1 Yes Yes
Ningi1 Yes
Plannr1 Yes
Plum Software Yes Yes
Synaptic Software1 Yes
Time4Advice1 Yes
True Potential Yes Yes Yes
Twenty7tec1 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.