Do you offer integration links with back office software?

Back office software (BOS) enables financial advisers to efficiently manage their clients’ accounts. Through a one-way automated link to a range of provider companies, it can receive up-to-date valuations to keep your records current. This can save you time, reduce costs and increase efficiency.

When you request a valuation on your BOS, an industry-standard message is sent to the platform, which then automatically returns the most recent valuation to the software. Depending on the capabilities of the software, valuations can be requested in bulk for all clients’ accounts, and/or regular automatic updates scheduled.

Some BOS providers allow you to import electronic adviser remuneration statement data. This is called commission Electronic Data Interchange (EDI). We can offer this through our online platform where it is facilitated on the BOS – please speak to your software provider to find out if it is.

*CashHub valuation are not currently supported.
** Provided by Sprint Fastrak/Finio.

View more info regarding data and integration services.

For specific queries regarding particular back office systems and the services they offer, you should contact your back-office software provider directly.