What integration services does Aegon Retirement Choices (ARC) provide?13 August 2020 Back to results
For intermediaries only
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.
Origo Integration Hub
We've recently joined the Origo Integration Hub, so we can now share bulk data for daily valuations and transactions with any system that also connects to the Integration Hub for these services.
Plus we’ll soon start to integrate ARC bulk data with a number of third-party systems through the Origo Integration Hub. We’ll share more details over the coming months.
We support the following bulk data services for IRESS, Intelliflo and True Potential:
- Daily valuations
- Daily transactions
- Weekly fees and charges
We have an Account Opening integration with IRESS (XPLAN and Adviser Office). This allows information entered into XPLAN/Adviser Office to pre-populate into ARC transactions. This is available for new applications and top ups for SIPPs, ISAs and GIAs.
Contract Enquiry (SIPP only)
We’ve integrated with the following systems to provide SIPP valuations on a client-by-client basis:
- Assyst Software – Client Assyst
- Bluecoat – FinPlan
- Creative Software – Enable
- Dynamic Planner
- Durell Solutions
- JCS – IFA Professional
- Plum Software
- Synaptics Capita
- True Potential