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Platform
integrations

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		 Electronic Remuneration Statements (EDi)
2Plan check mark – check mark
Adviser Cloud check mark – check mark
Advice Objects check mark – –
Afternoon Finance check mark – –
Assyst Software check mark – –
Benchmark Capital (Enable) check mark – check mark
Contengo check mark check mark –
Dynamic Planner check mark – –
Fairstone check mark check mark –
Finplan (Twenty7tec) check mark – check mark
Flanks check mark – –
Flying Colours check mark – –
Intelliflo check mark – check mark
IRESS (Xplan) check mark check mark check mark
JCS – – check mark
Moneyinfo check mark – –
My Pension Expert check mark – –
Ningi check mark – –
Openwork CRM check mark check mark check mark
Perspective Group check mark – –
Pilot Finance check mark – –
Plannr check mark – check mark
Selectapension – – –
Sprint Enterprise check mark check mark –
Synaptic check mark – –
Time4Advice (CURO) check mark – –
Vision check mark – –
Wealthcraft check mark – –

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

Hands typing on a laptop showing a screen from the Scottish Widows Platform

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

  • Financial Planning tools: EVPro, Voyant.
  • Due Diligence & Suitability reports: Scottish Widows Platform Due Diligence tool, 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

Adviser Support Hub

Visit the Support Hub for essential guidance and resources to help you work more efficiently.

Visit the Support Hub for essential guidance and resources to help you work more efficiently.

Access support

Partner with us

We’d love to work with you and help you deliver great value and outcomes for your clients. Get started by partnering with us.

We’d love to work with you and help you deliver great value and outcomes for your clients. Get started by partnering with us.

Get started

Diverse investment solutions

Whether you are looking for ready-to-use solutions, or to build your own portfolios, we can offer solutions to suit your needs.

Whether you are looking for ready-to-use solutions, or to build your own portfolios, we can offer solutions to suit your needs.

Our investment solutions