FINIO data hub integrations
Accessing quality, reconciled and enriched investment data is becoming a necessity for many wealth management companies..
The FINIO data hub is connected to many of the most widely used investment platforms and leading third-party software providers used by advice firms. This allows advice firms to easily access investment data (typically valuations and transactions) from the investment platforms they use – and to integrate this data seamlessly into the back-office or other systems they use to deliver their advice proposition.
| ✓ | Live | - | Coming soon |
| Product provider | Bulk valuations | Bulk transaction history |
|---|---|---|
| AJ Bell | ✓ | ✓ |
| Aviva Wrap | ✓ | |
| M & G Platform | ✓ | ✓ |
| Nucleus | ✓ | ✓ |
| Parmenion | ✓ | ✓ |
| Quilter | ✓ | |
| Raymond James Investment Services | ✓ | ✓ |
| Seven Investment Management | ✓ | ✓ |
| Transact | ✓ | ✓ |
| Wealthtime | ✓ | ✓ |
| Wealthtime Select | ✓ | ✓ |
| Tech provider | Bulk valuations | Bulk transaction history |
|---|---|---|
| 2Plan | - | - |
| Adviser Cloud | ✓ | - |
| AdviceObjects | - | - |
| Benchmark Capital Enable | - | - |
| Confidante | ✓ | ✓ |
| Defaqto | - | - |
| Direct to Adviser | ✓ | ✓ |
| Dynamic Planner | - | - |
| Family Capital | ✓ | - |
| Finscape | - | - |
| Intelliflo | ✓ | - |
| Moneyinfo | ✓ | - |
| Plannr | ✓ | - |
| Salesforce | - | - |
| SS&C | ✓ | ✓ |
| Synaptic | - | - |
| Time4Advice | ✓ | - |
| Timeline | - | - |
| Twenty7Tec | - | - |
| Voyant | - | - |
| WealthCraft | - | - |
| Xplan | ✓ | ✓ |
| Zoho CRM | - | - |
