Advicefront Help Center

Manage your Integrations

Find out how to integrate with your favourite platforms

12 articles

Written by Gavin Stanley, Claudia Santos and Andre Costa

Setting up Oxford Risk as your Risk Provider

New Oxford Risk version

Written by Gavin Stanley. Updated over a week ago

How to use GoCardless

Learn how to manage your client payments by using the GoCardless integration

Written by Gavin Stanley. Updated over a week ago

How to set up Veriphy - Anti Money Laundering solution

How to set up Veriphy in your Advicefront account

Written by Claudia Santos. Updated over a week ago

How to integrate with GoCardless

Connect with GoCardless and charge your clients

Written by Gavin Stanley. Updated over a week ago

How to integrate with Portfoliometrix (PMX)

Get your clients' risk tolerance score and reports centralised.

Written by Claudia Santos. Updated over a week ago

How to integrate with Intelligent Office (iO)

Export clients to Intelligent Office from your Advicefront account.

Written by Andre Costa. Updated over a week ago

Exporting from Advicefront to Time4Advice/CURO

Export your client data to CURO.

Written by Claudia Santos. Updated over a week ago

Which fields are exported into Intelligent Office (iO)

Check the data that is exported to Intelligent Office from your Advicefront account.

Written by Andre Costa. Updated over a week ago

How to integrate with Voyant

Import clients to Voyant from your Advicefront account.

Written by Gavin Stanley. Updated over a week ago

How to import clients from CashCalc

Access your clients cash flow planning information with Advicefront.

Written by Gavin Stanley. Updated over a week ago

How to integrate with FinaMetrica

Learn how to successfully connect your Advicefront account with the FinaMetrica integration

Written by Gavin Stanley. Updated over a week ago

How to integrate with Slack

Connect with Slack to receive client notifications.

Written by Gavin Stanley. Updated over a week ago