Integrations are available with Plannr, Intelliflo (IO) and CURO (Time4Advice). We are looking to provide a further integration with Iress and we will send a communication as and when this becomes available.

We have a 2 way integration with Plannr which is being built upon. You can see more about this here; Creating a Client & Illustration via Plannr. For the time being we can only provide a valuation feed, but remunerations are on the way. Please email the Service Centre if you'd like to get this set up for your firm.

For IO, your IO Admin must download the Seccl apps in the IO store (one for Bulk valuations and one for income statements). You will then be prompted to provide a code which can be provided by us. Email us on servicecentre@soderbergpartners.com for confirmation of the code, and to instruct us to complete the configuration on our side to get this working for you.

For CURO, we will provide you with a unique code for your firm (again email us on servicecentre@soderbergpartners.com to retrieve this) and then you will need to take this to Time4Advice and liaise with their support team to get the integration up and running.