Back-office Integrations and Tools - Scottish Widows Platform

Back office integrations

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	Electronic Remuneration Statements (EDi)
2Plan		–	–
Adviser Cloud		–	–
Advice Objects		–	–	–
Benchmark Capital (Enable)		–	–
Contengo			–	–
Dynamic Planner		–	–	–
Fairstone			–	–
Finplan (Twenty7tec)		–	–
Flying Colours		–	–	–
Intelliflo		–	–
IRESS			–
JCS	–	–	–
Moneyinfo		–	–	–
Ningi		–	–	–
Openwork CRM			–
Perspective Group		–	–	–
Plannr		–	–	–
Selectapension	–	–	–	–
Sprint Enterprise			–	–
Synaptic		–	–	–
Time4Advice (CURO)		–	–	–
Vision		–	–	–
Wealthcraft		–	–	–

To link our platform data to your back-office software, please email our support team at service@scottishwidowsplatform.co.uk. Remember to include:

Integrated platform tools

Our Platform integrates with a number of useful tools, which include:

Financial Planning tools: EVPro, Voyant.
Suitability reports: ATEB Suitability, Oxford Risk Investor Compass, Scottish Widows Platform Recommendation Tool.
Platform Client & Fund reporting: FE Fund Centre, Scottish Widows Platform Client Reporting.
Tax Planning: Capital Gains Tax Tool.

Find out more by visiting our Platform tools page.

Visit Platform tools