How does it work
The abrdn platform has integration with most of the adviser software providers. Bulk valuations and Electronic Remuneration Statements (EDI) can be set up.
Electronic Remuneration Statements (EDI)
This enables you to receive your Electronic Remuneration Statements to your chosen systems.
Bulk valuations
Receive daily automated valuations for all your platform customers into your chosen system.
Please note - If you are receiving your platform valuations via 'Contract Enquiry', this service will be ending soon.
- If abrdn bulk valuations is available for your system, you can follow the process below to switch now.
- If bulk valuations is not available yet, continue using ‘Contract Enquiry’ and we will let you know when it’s available.
Getting set up
If your firm is not already using EDI or bulk valuations, please check the provider table below and send an email to:
Within the email, we need the following information:
- Email subject header ‘Back Office Integration’. This will help us direct your request automatically to the right area
- Adviser firm name
- FCA number
- Service required - Electronic Remuneration (EDI), Bulk valuations or Both
- Software provider(s) name - please check availability in the table below
- Confirmation that the person submitting the email has the authority to act on behalf of your firm, authorising us to send your client data to your chosen adviser system.
You will receive an email confirmation when this request has been completed.
Integration partners
Please check availability from the table below. If you need support enabling or using the integration services in your adviser system, please contact your adviser system provider for this.
| Back office system | Bulk Valuations | EDI |
| Adviser Cloud | Yes | Yes |
| Contengo | Coming soon | No |
| Dynamic Planner | Yes | Not available |
| Durell | Yes | Yes |
| Enable (Benckmark Capital) | No | Yes |
| Family Capital | Yes | No |
| Figure Out | Coming soon | Yes |
| Intelliflo | Yes | Yes |
| IRESS Xplan | Coming soon | Yes |
| JCS | No | Yes |
| MoneyInfo | Yes if not previously received Wrap valuations with contract enquiry. Otherwise, continue to use contract enquiry till advised. | Not available |
| Plannr | Yes | No |
| Synaptic Pathways | Yes | Yes |
| Time4 Advice CURO | Coming soon | Coming soon |
| Twenty7tecFINPLAN | Yes, using your abrdn firm ID as the Connect ID | Yes |
| Wealthcraft (formerly Plum Software) | No | Yes |