Provider integrations

Listed by provider and product set

Provider integrations

Key

Product set

Product set     Type of valuation
B - Bonds C - Collectives E - Endowments BD - app (available in the iO Store)
P - Pensions S - Sipps T - Full set MF - Manual bulk file
W - Wraps WL - Whole of life BW - Bulk weekly  
Provider Linked provider Income reconciliation Contract enquiry Bulk download Transaction history Account opening
7IM   CSV   BD    
AEGON/Scottish Equitable AEGON EDI B/P      
  Scottish Equitable EDI        
AEGON One Retirement   XML   BD    
AEGON Retirement Choices   XML In development BD    
AEGON Cofunds   XML   BD Live  
AJ Bell SIPPcentre XML in development B/P/C/S BD Live  
AJ Bell AJ Bell Investcentre          
Alliance Trust Savings   CSV   BD    
Amber Financial Investments Ltd   CSV   BD    
Ascentric Investment Funds Direct Ltd CSV   BD    
Aviva Norwich Union EDI B/P      
Aviva Wrap   EDI W BD    
Axa Elevate   EDI W BD    
Axa Wealth Axa Winterthur EDI B/P      
  Winterthur          
Border & Cie (UK) PLC       MF    
Brooks macdonald   CSV   BD    
Brewin Dolphin   CSV   BD - app    
Capital International   CSV   MF    
Canaccord Genuity Wealth (International) Ltd   CSV   MF    
Canada Life   CSV   B/P/E    
Canada Life International   CSV B      
Cazenove   CSV   MF    
Charles Stanley & Co Ltd   CSV   BD    
Citi Quilter Quilter & Co Ltd CSV   BW    
  Morgan Stanley Quilter          
  Quilter Cheviot Ltd          
Clerical Medical   CSV B/P/C/S      
Close Asset Management Close Borthers CSV   BW    
  Close Fund Management Ltd          
  Close Treasury          
Elevate   EDI B/P/C/S BD    
Embark Platform       BD - app    
European Investment Management Ltd   CSV   MF    
Fidelity FundsNetwork Fidelity Investments CSV B/P/C BD    
  Fidelity Investments International          
Friends Life (Axa) Axa Sun Life EDI B/P      
  Axa Assurance          
Friends Life (FP)   EDI B/P/E      
Fundment       BD - app    
Gilliat Financial Solutions       MF    
Hubwise   CSV   BD    
Insignis   CSV   BD - app    
Investec Wealth and Investment BWD Rensburg CSV   BW    
RWD Rensburg            
  Williams de Broe          
  Rensburg Fund Management          
  BNP Paribas          
  Rensburg Sheppards Investment Managers Ltd          
  Carr Sheppards Crosthwaitte Stockbrokers          
Investec Bank   CSV   MF    
James Brearley & Sons   CSV   BD    
James Hay Partnership James Hay Wrap Managers CSV   BD    
Kingston Unity Friendly Society   CSV   MF    
Kuber Ventures           Live
Legal & General   EDI B/P      
Lloyds   CSV   MF    
LV= Liverpool Victoria Portfolio Managers Ltd EDI P/S      
  Liverpool Victoria Retirement Solutions          
Margetts Fund Managers   CSV   BW    
Mariana Capital Markets LLP   CSV   MF    
Meteor Asset Management Ltd   CSV   MF    
Multrees       BD - app    
Novia   CSV   BD    
Nucleus   CSV   BD    
Octopus Asset Management   CSV   MF    
Octopus Investments Ltd   CSV   MF    
Old Mutual Wealth Skandia Investment Solutions EDI B/P/C/S BD    
Old Mutual Wealth Life Assurance Skandia EDI B/P/C/S      
Parmenion   CSV   BD    
Pershing   CSV   BD     
Phoenix (Scottish Mutual)   CSV B/P      
Praemium   CSV   BD    
Premier Asset Management Ltd   CSV   MF    
Prudential   EDI B/P      
Prudential International   CSV   MF    
Raymond James Investment Services   CSV   BD    
Redmayne Bentley   CSV T BW    
Royal London Scottish Life EDI B/P      
Rowan Dartington   CSV   BW    
Sanlam Investment and Pensions Merchant Investors CSV B/P/C      
Sequel Investment Ltd   CSV   MF    
Signature   CSV   BW    
SEI   CSV   In development    
Scottish Widows (CM)   EDI B/P      
Scottish Widows (SW)   EDI B/P/C/S      
Societe Generale   CSV   MF    
Standard Life Standard Life Bank EDI B/P/S/W/C/E     Live
  Standard Life International Ltd          
  Standard Life Savings Ltd          
  Standard Life Wealth Ltd          
Standard Life Fundzone   EDI        
Succession   CSV   MF    
Tilney   CSV   MF    
Thomas Miller International   CSV   MF    
Thesis   CSV T BW    
Transact   CSV   BD    
Vestra   CSV   MF    
Vitality       BD - app    
Vision   CSV   MF    
Wealth at Work   CSV   MF    
Wealthtime   CSV   BD    
Whitechurch Securities   CSV   MF    
Zurich   EDI B/P/C      
Zurich (Sterling) Sterling Assurance EDI B/C      
  Sterling Insurance Group Ltd          
  Sterling Investment Managers Ltd          
  Sterling ISA Managers Ltd          
Zurich Intermediary Platform (ZIP)   EDI W BD