Back office integrations

We currently integrate with Intellifo & IRESS

Here’s how to set it up

To start receiving daily bulk valuations, your firm’s Intelligent Office system administrator (iostoreAdmin) will need to install and activate the Octopus Investments app from the iO Store.

Before you begin

• Your client’s investments held with Octopus must correspond to a plan in your back office with an associated policy number. This must match the unique portfolio reference code that we provide when we set up your client’s investment. It will also appear on their valuations.
• You need to ensure the provider selected for each plan is ‘Octopus Investments Ltd’.
• If you need any help, we’ll send you a bulk list of Octopus portfolio reference codes for your clients.

Step 1

Ask your firm’s system administrator (iostoreAdmin) to install the Octopus Investments app from the iO Store.

Step 2

Activate your integration by emailing support@octopusinvestments.com with:

• Your firm’s FCA reference number.
• The name and firm FCA reference number(s) of any other appointed representatives that share your iO license and need access to Octopus Investments bulk valuations.
• Approval from a firm director. Either attach a screenshot of email approval from the director or cc the director when you email us. (The director will need to reply to this email so that we have a record of their agreement to the integration)

We’ll email you when your integration’s been activated. You won’t need a password as part of the setup.

Once we have all the information we need please allow for two business days to verify the information and get you set up.

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To start receiving daily bulk valuations, your firm’s IRESS Xplan system administrator will need to add the adviser mapping. If you are unsure how to do this you can contact the support team on support@iress.co.uk or 0345 068 3000 and they will be able to assist you.

Before you begin

• Your client’s investments held with Octopus must correspond to a plan in your back office with an associated policy number. This must match the unique portfolio reference code that we provide when we set up your client’s investment. It will also appear on their valuations.
• You need to ensure the provider selected for each plan is ‘Octopus Investments Ltd’.
• If you need any help, we’ll send you a bulk list of Octopus portfolio reference codes for your clients.

Step 1

Requesting Access Through Octopus

Initially you will need to email Octopus on support@octopusinvestments.com with the subject line ‘Request for Xplan Integration Services’ stating the below information:

• Firm Name : 
• Telephone Number : 
• e-mail Address :
• Software Provider : Iress – Xplan

Step 2

We will also need approval from a firm director which includes your company’s FCA number. Either attach a screenshot of the email approval from the director or CC the director when you email us (the director will need to reply to this with the firms FCA number). We need their approval for our records.

Once we have all the information, please allow for up to two business days to verify the information and get you setup