Back office integrations
We are integrated with a number of leading back office solutions, offering the ability to receive data directly from the platform, including transactions, valuations and adviser charge data in bulk or real time.
FE Analytics
Level of integration: Export portfolios from the platform into FE Analytics for detailed portfolio analysis
Intelliflo
Level of integration: Bulk Holdings (Weekly)
- Log in to James Hay Online
- On the James Hay Online home page under Register for Third Party Data Feeds, click the ‘Intelligent Office Real Time Download’ button
- In the pop up window, click the check box and click ‘Submit Request’
- Go to Intelliflo
- Click on ‘ Add contract Enquiry credentials’ and select James Hay from the drop down and enter in your James Hay username, password and passcode
- Click ‘Save’
- You should now be able to retrieve your valuations
Troubleshooting
- In Intelliflo try re-inputting your credentials. Navigate to Home > My Setup > Portals and then select James Hay and then click on ‘Delete’
- Once this has been removed from the table click on ‘ Add contract Enquiry credentials’ and select James Hay from the drop down and enter in your username, password and passcode.
Requesting an integration
To register for a third party data feed, log in to James Hay Online and click the relevant provider on the home page.