This website is for financial advisers within the UK; unless you are a financial adviser in the UK who has entered into separate contractual arrangements with Embark Investment Services Limited, trading as Scottish Widows Platform, for access to the secure parts of this website, the viewing of this web site is subject to the terms of use, which, by continuing to access this site, you acknowledge that you have read and accept.
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We invest in continually enhancing our technology to make it easier for you to embed our platform into your firm’s eco-system, offering an innovative and intuitive digital experience.
Our ambition is to be the best-connected platform in the market, by integrating with the back-office systems and tools you use every day.
Below is a list of integration solutions that seamlessly connect with the Scottish Widows Platform. These solutions can help drive efficiency and reduce manual efforts, allowing you to focus on delivering for your clients.
| Back office provider | Bulk valuations | Bulk transaction history | Account opening |
| Intelliflo |  |
– | – |
| IRESS | |
|
– |
| Sprint Enterprise | |
|
– |
| Benchmark Capital (Enable) | |
– | – |
| Wealthcraft | |
– | – |
| 2Plan | |
– | – |
| Openwork CRM | |
|
– |
| Dynamic Planner | |
– | – |
| Time4Advice (CURO) | |
– | – |
| Adviser Cloud | |
– | – |
| Moneyinfo | |
Coming soon | – |
| Synaptic | |
– | – |
| Fairstone | |
|
– |
| Contengo | |
|
– |
| Plannr | |
Coming soon | – |
| Vision | |
– | – |
| Selectapension | – | – | Coming soon |
| Flying Colours | |
– | – |
| Finplan (Twenty7tec) | |
Coming soon | – |
To link our platform data to your back-office software, please email our support team at service@scottishwidowsplatform.co.uk. Remember to include:
Our Platform integrates with a number of useful tools, which include:
Find out more by visiting our Platform tools page.
A central resource for help and guidance on the Scottish Widows Platform. Designed to help you get familiar with our platform.