Adviser Payments
Using the EDI service, adviser statements can be electronically sent to back office systems to support their automated adviser payment reconciliation services. If you would like to take advantage of this service please liaise with your back office company.
We support a large number of back office software companies, including:
The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.