Paul Pettitt: How integration can be a key IT differentiator

Need for data standards

clock • 4 min read

Technology should take out the cost and hassle of platforms and adviser back-office integrations, says Paul Pettitt - in the process, leading to better outcomes for advisers and consumers

Integration is one of the key differentiators for platforms and adviser software systems. The benefits of joined-up systems and platforms have been enjoyed for many years. For an adviser and their paraplanner to open an account with a platform via their back-office system, collect and analyse historic transactions, reconcile remuneration and, at a click of a button, receive real-time valuations - integrations have made processes very slick and secure. Origo calls for industry standards to speed up DB transfer process Not only can data be passed quickly and seamlessly between platfo...

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