Scottish Widows Platform, the new name for The Embark Platform, has partnered with the Origo Integration Hub to deliver Customer Relationship Management (CRM) solutions.

It means the platform is now live for bulk valuations via the Origo Integration Hub with further integrations planned.

The live valuations cover the majority of CRM solutions, including: benchmark; wealthcraft; dynamic planner; adviser cloud; moneyinfo; and synaptic pathways.

The platform will soon be live for bulk transaction history with Moneyinfo, while Openwork (ConcertHub) will soon be live for both bulk valuations and bulk transaction history.

The Scottish Widows Platform said the partnership makes it one of the most connected investment platforms available for bulk valuations.  

Jackie Leiper, MD of pensions, share dealing and distribution at Scottish Widows and chief executive of Embark Group, said: “These adviser CRM integrations will save advisers’ time, reduce their costs and strengthen their ability to deliver good client outcomes under the Consumer Duty.

“This is a key milestone and an important proof point for advisers that demonstrates our resolve to deliver on our stated ambition: to be the ’easiest platform on which to do business’.”

Anthony Rafferty, chief executive, Origo, said: “This partnership with the Scottish Widows Platform on CRM integrations, will allow advisers to provide their clients with real-time data via efficient workflows that avoid the need for rekeying between systems.

“We’re looking forward to working closely with Scottish Widows on further integrations to help build on the platform connectivity already within the Scottish Widows proposition.”

The Scottish Widows Platform, the new name for The Embark Platform, was launched last month.