Current links

• FundsNetwork integrated with Client Care Desktop version 3.3 and above
• The Holdings Update Service enables users to obtain client level valuations for holdings on Fidelity / Funds Network
• Future Integration plans include the ability to automatically receive and reconcile commission statements.

  Visit the Quay website^†

• FundsNetwork integrated with Prestwood Software version 5.4 and above
• Holdings Update Service enables users to update their clients' records with fund holdings and valuations of plans held on FundsNetwork
• These updates can be carried out by individual account or for all clients via the bulk download facility
• Individual ISA plan years can be consolidated

 Visit the Prestwood website^†

• FundsNetwork is fully integrated and available to all users of Intelligent Office
• Full electronic real time valuations allow for clients' records to be automatically updated
• No upgrade is required to use this service

  Visit the Intelliflo website^†

• FundsNetwork integrated with latest version of Officeweb From The Exchange
• Holdings Update Service enables users to obtain client level valuations for holdings on FundsNetwork

For further details contact The Exchange at officeweb@theexchange.co.uk

• FundsNetwork integrated with Adviser Office version 1 release 2 and above.
• Holdings Update Service enables users to update their clients' records with fund holdings and valuations of plans held on FundsNetwork.
• These updates can be carried out by individual account or for all clients via the bulk download facility.
• If required, individual ISA plan years can be consolidated.
• FundsNetwork also offers 1st users the ability to pre-populate their clients' re-registration application forms to improve efficiency and reduce errors in the re-registration process.
• Future integration plans include eForms and commission statement import.

  Visit the 1st website^†

  1st Holdings Update User Guide*

• FundsNetwork^TM integrated with Factfinder version 189 or later

• enables users to obtain account level valuations via ProviderLink service

For further details contact Plum Software on 0845 345 8456

  Visit the Plum Software website^†

• FundsNetwork due to be integrated with version 6.44 of Fairs Software, due for release in October 2004.
• The Holdings Update Service enables Fairs users to update all their clients' records with holdings and latest valuation of plans held on FundsNetwork.
• FundsNetwork also offers Fairs users the ability to pre-populate their clients' re-registration application forms to improve efficiency and reduce errors in the re-registration process.

For further details contact Fairs Software at
toinfo@wms-plc.com

  Visit the Fairs Software website^† 

*PDF format - you will need Adobe Reader to view this.