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Accessing information when & where you need it
We recognise the importance of linking FundsNetwork to the major software systems used by Financial Advisers. Below is a list of major software integration providers, including:
- 1st
- Plum Software
- Officeweb From The Exchange (a Marlborough Stirling product)
- Intelliflo
- The Prestwood Group
- Fairs Software
- Quay
Through these links, Advisers can download holdings and valuations, either in bulk or for individual clients, straight into your own office systems. Future developments will make new business and re-registration easier and more efficient for Advisers.
FundsNetwork current links
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