Integrations & Add-Ons

Platform Plan valuations (FREE ADD-ON)

Platform Integrations

AdviceObjects integrates with most platforms in the UK. Our integration service connects the market, making the business of integration quicker, easier, and more cost-efficient than ever. Without our integration service, firms would have to integrate point-to-point with each individual counterparty, creating a complex and expensive matrix of integrations. This service is included in your subscription. If you need integration with any specific platforms, please do not hesitate to reach out to us.

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. With these integrations, emails exchanged with a client are automatically tagged by client and centralised in our platform, making it quick and easy to find any conversation when you need it. No more switching – just view all relevant emails in one spot and reply directly from our platform to clients. This feature keeps client communication simple, organised, and saves you and your team time.

e-signatures (free integration)

DocuSign E-Signatures

DocuSign is a globally recognised leader in electronic signatures, providing a secure and efficient platform for digitally signing and managing documents. We are excited to announce our software’s seamless integration with DocuSign. This collaboration allows 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

SmartSearch is the leading online provider of Anti Money Laundering Services, helping businesses comply with the Anti Money Laundering Regulations. 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. You can choose to activate any based on your firm’s advice methodology. A2Risk’s ATRQ tool is used by many Adviser firms and Institutions, including Royal London and Vanguard, amongst others.

PROTECTION QUOTe & apply (free INTEGRATION)

SolutionBuilder by Ipipeline

SolutionBuilder is an intelligent quote and apply protection tool 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.

It's easy to get started.

Start your free trial now