Pricing
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Free
Integrate with a single source of data and gain super easy access to your clients' data
Eliminate manual data entry by using the copy/paste functionality
Move client data from your chosen source into:
- Unipass LoA
- Fidelity
- Aberdeen Wrap
£10 per user per month + VAT
Integrate with unlimited sources of data and gain super easy access to your clients' data
Eliminate manual data entry by using the copy/paste functionality
Move client data from a source into:
- Unipass LoA
- Fidelity
- Aberdeen Wrap
- Transact
- 7IM
- Fundment
- Oxford Risk
- Voyant
- Aviva
- M&G Wealth
- Mabel Insights
- Quilter
- Fintegrate
- Analyser
- Pension Lab
- Timeline
- SS&C Hubwise
- FE CashCalc
Achieve marginal gains
26% of firm time is lost due to poor technology and integration – that's roughly 10 hours every week. As a minimum, discover how much time you would need to save to just cover the cost of a monthly subscription.