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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

The real test of AI? Who gains access to advice

The real test of AI? Who gains access to advice

Not everyone needs the same advice

Alistair Morgan
clock 30 October 2026 • 4 min read
AI volatility is a reminder that diversification is more than just fund count

AI volatility is a reminder that diversification is more than just fund count

'Nobody knows with certainty what happens next regarding AI'

Louis Hutchings
clock 29 October 2026 • 4 min read
Fintel names exec chair as it buys Mortgage Brain in £38m deal

Fintel names exec chair as it buys Mortgage Brain in £38m deal

Has held a stake in the mortgage technology business since 2024

Jen Frost
clock 23 October 2026 • 2 min read