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Adviser Back Office services

Helping you get set up

We integrate with a number of software providers to allow you to automatically get valuations and renumeration statements directly to your chosen Adviser Back Office software.

Here you can find information on how you can set up these feeds.

1. Setting up electronic valuations

To help you manage your clients more efficiently, we offer a service where you can get valuations direct to your adviser office software.

The specific service offered will depend on what software you use:

Bulk valuations

Select bulk valuations if you use any of the below software:
  • Adviser Cloud
  • Contengo
  • Durell
  • Dynamic Planner
  • FASTRAK/Sprint
  • Focus 360
  • IFAMS
  • Intelliflo Ltd
  • IRESS Adviser Office
  • IRESS XPLAN
  • JCS
  • Plannr
  • Plum Software Ltd/Praemium/Wealthcraft
  • Prestwood
  • Sammedia/MoneyInfo
  • TIME4ADVICE/Curo
  • Twenty7tec - FINPLAN
Get set up for bulk valuations

Single contract enquiry

Select single contract enquiry if you use any of the below software:
  • Assyst-Software
  • Best Practice/Create
  • Clever Adviser
  • Prestwood
  • Quay Software/Synaptic
  • Technology/Enable
  • TRUE POTENTIAL

 
Get set up for single contract enquiry

2. Setting up remuneration statements

Electronic fee and commission reconciliation (EDI)

With our electronic fee and commission reconciliation statement (EDI) service, we can send your fee statements directly into your adviser office software.

These EDI statements are sent out on Monday evening each week if you receive weekly payments, or on the 25th of each month if you receive monthly payments. This aligns with when the statements are available for you to view online.

How do I get set up?

To get set up for our EDI fee statements, please contact your adviser software provider who will arrange this with us on your behalf.

Discover more

A wide range of reports

Our platform provides you with access to a wide range of business reporting. This table shows which reports are available and what they can be used for.

Table of reports on the platform

Fee statements through the platform

This step-by-step summary explains how you can view and create commission and fee statements online.
How do I download a remuneration statement?