What integration services does Aegon Retirement Choices (ARC) provide?
Thu Nov 25 00:00:00 GMT 2021 Back to resultsFor financial advisers 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
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.
Download PDF (Information on how we connect with the Origo Integration Hub and the benefits to your business)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 Cloud | Yes | – | – | – |
| Assyst Software | – | – | – | Yes |
| Bluecoat | Yes | Yes | – | Yes |
| Creative Technologies / Benchmark | Yes | – | – | Yes |
| Dynamic Planner | – | – | – | Yes |
| Durell Software | – | – | – | Yes |
| FigureOut | – | – | – | Yes |
| intelliflo office | Yes | – | Yes | – |
| Iress - Adviser Office | Yes | Yes | Yes | – |
| Iress - Xplan | Yes | – | Yes | – |
| JCS | – | – | – | Yes |
| moneyinfo limited | Yes | Yes | – | Yes |
| Plum Software | Yes | – | – | Yes |
| Sprint Enterprise Technology Ltd – Fastrak | Yes | Yes | – | – |
| Synaptic Software | – | – | – | Yes |
| Time4Advice | Yes | – | – | Yes |
| True Potential | Yes | – | Yes | Yes |