Integration services

Adviser statements can be sent directly to your back office system using the Origo Standard EDI service. 

Statements can also support your automated adviser payment reconciliation services to help streamline your processes.

If you'd like to integrate adviser payments into your own system, please contact your back office provider. This feature is supported by a number of back office software providers, including:

• Durell Software
• intelliflo 
• Iress
• JCS

• This service provides daily valuation data for multiple client policies in one request
   
• It’s used by back-office systems to update valuations across an adviser’s entire client book, often for reporting or review purposes
   
• This can be scheduled weekly or even daily if required and can download data for many policies at once

We currently support a bulk valuation service for the below providers: 

We will be rolling out to other back office providers over the next few months.

Register your single firm via Dash

Register your network firms

• This service retrieves detailed information about a single client’s policy or contract
   
• It's used when an adviser needs up-to-date data on an individual client’s investment, such as fund holdings, valuations, or transaction history
   
• This is typically triggered on-demand or in real-time and is only available to complete one policy at a time
   

Register for Contract enquiry valuations

CRM software providers

Please find below a list of CRM software providers that we currently support with our Contract enquiry service.

• Assyst
• Best Practice
• Bluecoat
• Distribution Technology
• Durell
• intelliflo 
• Iress
• JCS
• Moneyinfo
• Plum Software
• Positive Solutions
• Sprint (Fastrak)
• Time4Advice
• True Potential
• TBX 
• 1st Software
• 2Plan