Integrations & Add-Ons

Platform Plan valuations (FREE ADD-ON)

Platform Valuations

Platforms List

Abrdn

Aegon ARC

Aegon Retail

AJ Bell

Aviva

Fidelity

Fundment

Hubwise

LGTWM

M&G Wealth

Parmenion

Prudential

Raymond James

Scottish Widows

Transact

Wealthtime (Novia)

Wealthtime Select

EMAILS (free integration)

Microsoft Outlook & Gmail

We’re pleased to introduce our Microsoft Outlook and Gmail integrations, built to keep all your client emails in one place.

e-signatures (free integration)

DocuSign E-Signatures

DocuSign collaboration allows API plan users to effortlessly pull their stored templates from DocuSign directly into our system and send those to clients for signature without ever having to leave our platform, streamlining the process and ensuring a more productive workflow.

KYC & AML checks (free INTEGRATION)

SmartSearch

Simply connect your SmartSearch account once you login into AdviceObjects and use it straight away. If you don’t have an account, contact SmartSearch to sign up. Don’t forget to quote ‘AdviceObjects’ when signing up.

atrq, risk capacity, risk profiles (free add-on)

Risk Profiling

A choice of A2Risk’s 5, 7, and 10 risk category questionnaires are available for accumulation and a separate questionnaire for decumulation.

PROTECTION QUOTe & apply (free INTEGRATION)

SolutionBuilder by Ipipeline

Simply connect your SolutionBuilder account once you login into AdviceObjects and use it straight away. If you don’t have an account, click the button below to sign up. Don’t forget to ask for your discount, quote ‘AdviceObjects’ when signing up.

e-signatures (add-on, sTARTS FROM FREE, usage based)

XodoSign E-Signatures

Create a better experience for your clients and manage the entire planning process digitally by using electronic signatures. Our platform provides an audit trail and centralised storage of all documents, and signing options by email or within the Client Portal itself. With this add-on, we aim to enhance user experience, combining the power of XodoSign’s trusted electronic signature capabilities with the robust features of our software.