The move makes it easier for Advance by Embark users to link and transfer data to other Origo users (listed below).
Pension and investment group Embark rebranded the Zurich investment and retail platform as Advance by Embark after acquiring the business recently. The Retail Investment Platform is now known as Advance by Embark and the investment services business will operate under the Horizon by Embark brand.
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.
“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.”
Integrations currently available via the Origo Integration Hub include valuations, bulk valuations, transfer tracking (for platforms/providers), account opening, remuneration and bulk transaction history. Transfer tracking for advisers is in the pipeline.
Firms currently signed to the Origo Integration Hub are:
1. Advance by Embark
3. Adviser Cloud
4. Barnett Waddingham
6. Creative Technologies
7. Family Capital
14. Money Labs
16. Profile Pensions
19. Sprint Enterprise Technology
21. Standard Life Aberdeen