Plum Software - the provider of IFA and mortgage broker software today announces that it has integrated its back office software with Standard Life Wrap, the online investment platform. Advisers using Standard Life Wrap can now obtain bulk valuations directly via their Plum Client Management Software.

Ross Dunlop, Head of E-Business at Standard Life, said:

“Plum is a well-established player in the IFA software industry and as such we’re very pleased to be able to announce this partnership. Advisers using Plum can now access the Standard Life Wrap straight from their client management software, securing up-to-date valuations alongside their other client data. This means a slicker, more rounded experience for users of both Plum and the Standard Life Wrap.”

Ann Dempster, Managing Director at Plum Software said:

"Standard Life is a key player in the UK wrap market, and we need to reflect their importance to our base of advisers by offering direct access. Bulk valuations from the leading wrap platforms are something our advisers are telling us that they need to do their jobs effectively, so we’re delighted to be able to confirm that access to Standard Life Wrap bulk valuations is now available direct from Plum.”

Clayton Kopko from Lycetts Independent Financial Advisors was among the first to trial the service:

“We’ve trialled the Plum/Standard Life Wrap link-up and are impressed at how quickly and efficiently we could get the data we needed from within our existing IFA software package from Plum.”

...ends...

Notes to editors

About Plum Software
Founded in 1993, Plum Software Ltd is the number one independent, specialist software house for financial services.
Plum Software provides complete solutions for front and back office for the IFA and mortgage broker. The software stores and gives instant access to all or selected client details including scanned documents, correspondence, faxes, emails, voice recordings and diary notes – this is far more efficient than the filing cabinet or Windows folders. When the software is used through the Internet, advisers can access all the information from any location without having to invest in expensive systems. By integrating to a large number of providers for a range of information, details need only be entered once.
Its mission is to remain a reliable technology partner to all its clients, to remain at the forefront of software solutions and to provide its clients with high quality, trustworthy and user-friendly software and support. To achieve this it holds regular user meetings and liaises closely with clients individually and with leading industry consultants.

About Standard Life
Established in 1825, Standard Life is a leading provider of long term savings and investments to over 6 million customers worldwide. Headquartered in Edinburgh, Standard Life has over 9,000 employees across the UK, Canada, Ireland, Germany, Austria, India, USA, Hong Kong and mainland China.

The Standard Life group includes savings and investments businesses, which operate across its UK, Canadian and European markets; corporate pensions and benefits businesses in the UK and Canada; Standard Life Investments, a global investment manager, which manages assets of over £154bn globally; and its Chinese and Indian Joint Venture businesses. At the end of September 2010 the Group had total assets under administration of £192bn.

On 10 July 2006, after 80 years as a mutual company, Standard Life Assurance Company demutualised and Standard Life plc was listed on the London Stock Exchange. Standard Life now has approximately 1.5 million individual shareholders in over 50 countries around the world.

All figures as at 30 September 2010

Press Enquiries

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Email: matthew_pittam AT standardlife.com