You can save time by receiving client valuations and your electronic remuneration statements directly into your back office systems.
Back office integration lets you spend more time on the really important things, like advising your clients face-to-face and growing your business.
How does it work
The Aberdeen platform has integration with most of the adviser software providers. Bulk valuations and Electronic Remuneration Statements (EDI) can be set up.
Electronic Remuneration Statements (EDI)
This enables you to receive your Electronic Remuneration Statements to your chosen systems.
Bulk valuations
Receive daily valuations for all your platform customers into your chosen system.
Getting set up
If your firm is not already using EDI or bulk valuations, please check the provider table below and send an email to: elevateconfiguration@aberdeenplc.com
Within the email, we need the following information:
- Email subject header ‘Back Office Integration’.
- Adviser firm name
- FCA number
- Service required - Electronic Remuneration (EDI), Bulk valuations or Both
- Software provider(s) name - please check availability in the table below
- Confirmation that the person submitting the email has the authority to act on behalf of your firm, authorising us to send your client data to your chosen adviser system.
You will receive an email confirmation when this request has been completed.
Please check availability from the table below. If you need support enabling or using the integration services in your adviser system, please contact your adviser system provider for this.
| Back office system | Help Guide | Bulk Valuations | EDI |
|---|---|---|---|
| Adviser Cloud | No | Yes | |
| Assyst | Assyst Software user guide | Yes | No |
| Durrell Software | No | Yes | |
| Dynamic Planner |
Yes | N/A | |
| Enable | Enable user guide | Yes | No |
| Fastrak | Fastrak user guide | Yes | N/A |
| Iress (Adviser Office) | Iress user guide | Yes | Yes |
| Iress (xplan) | Iress (xplan) user guide | Yes | Yes |
| Intelliflo | Intelliflo user guide | Yes | Yes |
| JCS | JCS user guide | Yes | No |
| Ningi | No | Yes | |
| Plannr | Yes | Yes | |
| Time 4 Advice | Time 4 Advice user guide | Yes | Yes |
| True Potential Investments | Yes | Yes | |
| Twenty7tec - FinPlan | Yes | Yes | |
| Wealthcraft (formerly Plum Software) |
Yes | Yes |
