Press Release


Integration Hub

Advance by Embark goes live on Origo Integration Hub

Advance by Embark has gone live on the Origo Integration Hub, which now has 22 companies able to exchange data through one central system with any other company on the Hub.


Anthony Rafferty, Managing Director, Origo, says: “We are delighted Advance by Embark has joined the Hub community, which now numbers 22 including some of the biggest names in the industry. 

“Origo is at the forefront of supporting digital solutions in the savings and investments market. The Origo Integration Hub is creating greater efficiencies for advice firms by, for example, enabling them to open accounts online, while also supporting the trend for platforms to provide valuations to advisers in bulk – which is far more efficient than individual requests.

“The premise behind the Integration Hub we believe is a common sense strategy for the industry. Simply put, it does away with the need for platforms, providers and software houses to undertake individual integrations, one-by-one with every single company with which they need or want to exchange data. Those kinds of point-to-point integrations are time consuming, demanding on resources and expensive to undertake. They also have to be kept up-to-date on an ongoing basis.

“Using a centralised system (a Hub) makes sense, as any company using it can link to any other on the system undertaking the same process, for example, taking valuations from one system to another to enable financial advice firms to undertake client reviews and suitability reports faster, more efficiently and more cost effectively. 

“It also means any maintenance required – for example due to legislative or regulatory changes – can be carried out by Origo as one task rather than a company having to do it one-by-one, bit-by-bit with all its integration partners. 

“It is good for the industry in other ways also, as it levels the playing field for all players, no matter how deep their pockets, enabling the industry to become more efficient in the way it undertakes data sharing as well as allowing new players into the market.

“Further signings are in the pipeline as more and more platforms, providers and software houses are appreciating the competitive advantage and efficiencies they gain by being part of the Integration Hub.”

Integrations currently available via the Origo Integration Hub:

  1. Valuations
  2. Bulk Valuations
  3. Transfer Tracking (for Platforms/Providers)
  4. Account Opening
  5. Remuneration 
  6. Bulk Transaction History

Integrations in the pipeline:

  1. Transfer Tracking (for Advisers)    

Firms currently signed to the Origo Integration Hub (alphabetical order):

  1. Advance by Embark
  2. Aviva
  3. Adviser Cloud
  4. Barnett Waddingham 
  5. CashCalc 
  6. Creative Technologies
  7. Family Capital
  8. Focus
  9. Intelliflo
  10. JCS 
  11. L&G
  12. LV=
  13. Met Life
  14. Money Labs 
  15. O&M 
  16. Profile Pensions 
  17. Selectapension
  18. Prudential
  19. Sprint Enterprise Technology
  20. Synaptic
  21. Standard Life Aberdeen
  22. Time4Advice

About Origo:
Origo is the FinTech company dedicated to improving connectivity between financial services companies, boosting efficiencies, improving performance and reducing integration costs for industry participants, while significantly improving financial outcomes for consumers. 

About Advance by Embark
Advance by Embark Platform is a digital solution supporting advisers who are delivering services to clients seeking to build their financial security for retirement. For those enjoying retirement, it offers a wide range of income solutions, giving them added flexibility and control. Built on proven FNZ technology, the platform provides advisers with easy to use online access to over one hundred fund managers and thousands of mutual funds, UK listed stocks and shares and Exchange Traded Assets. It also offers a wide range of tax wrappers including ISAs, Retirement Accounts, both available for juniors, and Investment Accounts.
Advance by Embark is a trading name of Sterling ISA Managers Limited (SIML), authorised and regulated by the FCA.

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