6B are trusted integration partners for financial institutions connecting with the M&G Wealth Platform and associated services. We support connectivity with M&G’s Adviser Platform, investment trading tools, product administration services, valuation engines, and client reporting systems. From discovery and architecture through to development, deployment, and long-term optimisation, we deliver integration solutions designed for security, scalability, and regulatory compliance across the wealth management lifecycle.
As a dedicated financial technology partner, we help advice firms, platforms, and fintech providers unlock greater value from the M&G Wealth Platform through seamless data interoperability and fully aligned operational workflows.
Understanding M&G Wealth Platform Integration
The M&G Wealth Platform is a modern, flexible investment administration solution used by financial advisers, wealth managers, and financial planning firms. Built to support both simple and complex investment propositions, it unifies core functions including onboarding, account management, valuations, trading, rebalancing, reporting, and product administration. Designed for advisers seeking operational efficiency and enhanced client engagement, the platform provides a structured, scalable environment for delivering compliant financial advice and portfolio management.
Integration with the M&G Wealth Platform is enabled through a suite of APIs, secure data feeds, and file-based interfaces that provide controlled access to key investment data. External systems can connect to retrieve client profiles, valuations, transaction histories, holdings, model portfolios, product information, and suitability documentation. These interfaces support integration with CRMs, onboarding platforms, KYC/AML systems, cashflow modelling tools, financial planning applications, and client-facing digital experiences. With strong authentication controls, encryption, and audit trails, M&G’s integration ecosystem is built to support regulatory requirements in FCA- and MiFID II-governed environments.
Our M&G Wealth Platform Integration Process
At 6B, we follow a structured, end-to-end integration process that aligns with your operational, regulatory, and infrastructure requirements. Our work begins with a discovery phase, during which we collaborate with your advisers, operations teams, and compliance specialists to identify the workflows your integration must support—such as onboarding, valuations synchronisation, model portfolio alignment, trading automation, or client reporting. We map these requirements to the appropriate M&G APIs and data services to determine the most effective integration route.
Once we understand your goals, our architects design a secure and scalable integration solution tailored to your technical landscape and regulatory obligations. We incorporate data modelling, authentication, encryption, auditability, workflow orchestration, and performance considerations to ensure the integration is robust and compliant. Depending on your use case, the integration may involve real-time API interactions, scheduled data synchronisation, event-driven updates, or hybrid workflows that combine synchronous and asynchronous processes.
Development is conducted using M&G-approved integration environments and 6B’s reusable components, ensuring efficient delivery and consistent quality. We implement secure authentication flows, rigorous data validation, transformation logic, and comprehensive error handling to ensure predictable behaviour across the entire integration. Each solution undergoes extensive testing—including functional validation, performance checks, security hardening, and compliance alignment—to ensure reliability within high-security financial environments. After deployment, we support go-live, monitoring, ongoing optimisation, and long-term enhancements as your needs or the M&G platform evolve.
Benefits of M&G Wealth Platform Integration
Integrating your technology ecosystem with the M&G Wealth Platform drives significant operational and advisory benefits. Automation across onboarding, valuations, suitability workflows, and reporting reduces manual effort, improves accuracy, and accelerates core processes. Real-time or near-real-time access to investment and client data enhances adviser productivity and supports more personalised, responsive client experiences.
From a regulatory standpoint, integration supports structured, auditable data aligned with FCA, MiFID II, AML/KYC, and Consumer Duty requirements, helping firms demonstrate consistency, suitability, and complete client oversight. Operational scalability improves as integrated systems allow firms to expand services, introduce new propositions, and evolve advisory processes without adding complexity. For clients, integrated digital journeys offer smoother interactions, clearer reporting, and greater insight into their investments.
Why Choose 6B for M&G Wealth Platform Integration?
Specialist experience integrating financial planning, wealth management, and investment administration platforms.
Deep knowledge of M&G Wealth Platform APIs, data structures, reporting feeds, and operational workflows.
Reusable integration modules and accelerators that speed up delivery while maintaining high quality and compliance.
Security-first engineering practices incorporating encryption, role-based access, audit logging, and regulatory alignment.
Full end-to-end service covering discovery, architecture, development, testing, deployment, monitoring, and long-term optimisation.
Integrations engineered for financial-grade reliability, performance, and future scalability aligned with M&G platform updates.
M&G Wealth Platform Integration FAQs
What systems can be integrated with the M&G Wealth Platform?
What systems can be integrated with the M&G Wealth Platform?
The M&G Wealth Platform can integrate with a wide range of financial advice and wealth management systems, including CRMs, onboarding solutions, KYC/AML tools, financial planning software, cashflow modelling applications, document management systems, reporting platforms, and custom client interfaces. Its APIs and data feeds support structured, secure data exchange across the full advice and investment lifecycle.
Does the M&G Wealth Platform support real-time or near-real-time data access?
Does the M&G Wealth Platform support real-time or near-real-time data access?
Yes. The platform provides API endpoints that offer real-time or near-real-time access to client data, valuations, product information, and account details. For workflows such as reporting or scheduled valuations, secure batch interfaces and data feeds can also be used. Many firms adopt a hybrid model depending on workflow requirements.
What security and regulatory standards apply when integrating with M&G?
What security and regulatory standards apply when integrating with M&G?
Integrations must comply with FCA, MiFID II, AML/KYC, Consumer Duty, GDPR, and ISO 27001 requirements. Technical controls such as encrypted communication (TLS), secure authentication, role-based access, data masking, and audit logging must also be in place. 6B embeds these standards throughout the integration lifecycle.
How long does a typical M&G Wealth Platform integration project take?
How long does a typical M&G Wealth Platform integration project take?
Project timelines vary depending on complexity, data requirements, and the number of external systems involved. Smaller integrations may be delivered in weeks, while comprehensive, multi-workflow integrations—such as onboarding, valuations, trading data, and reporting—may require several months. Our discovery phase establishes a clear timeline based on your scope.
Do we need access to an M&G test or sandbox environment?
Do we need access to an M&G test or sandbox environment?
Yes. Access to M&G’s test environment is essential for validating API behaviours, data mappings, authentication processes, and workflow logic. 6B coordinates with M&G and your internal teams to ensure the appropriate environments, permissions, and data sets are available before development begins.
Can integrations support both batch and real-time workflows?
Can integrations support both batch and real-time workflows?
Absolutely. The M&G Wealth Platform supports REST APIs for real-time interactions and secure batch data feeds for scheduled data loads. Many firms combine both approaches—for example, using real-time APIs for valuations and account updates, and batch files for reporting or regulatory outputs.
How does 6B ensure compliance throughout the integration process?
How does 6B ensure compliance throughout the integration process?
We embed compliance into every stage of delivery, incorporating encryption, data minimisation, secure user access controls, comprehensive audit trails, and validation against FCA, AML, MiFID II, and Consumer Duty requirements. We also work closely with your compliance and governance teams to ensure internal standards are fully met.
What support is available after the M&G integration goes live?
What support is available after the M&G integration goes live?
6B provides ongoing post-live support, including system monitoring, incident response, performance optimisation, and continuous enhancements. We also ensure your integration remains aligned with changes to the M&G Wealth Platform, regulatory updates, and evolving operational needs.
Estimate the Cost of Your M&G Wealth Platform Integration Project
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Thank you for your request! 🙌 We will review your project and get back to you within 24 hours to share a ballpark estimate.
Want to speak to someone today? Call 6B on 0113 350 1290.
Readiness Checklist for M&G Wealth Platform Integration
- Define the advisory, operational, or investment workflows your integration must support (e.g. onboarding, valuations, trading, reporting).
- Confirm regulatory obligations including FCA, AML/KYC, MiFID II, Consumer Duty, and internal governance requirements.
- Ensure internal data retention, encryption, and information security policies are current.
- Determine whether your integration requires real-time updates, scheduled synchronisation, or a hybrid model.
- Identify which M&G APIs, data feeds, or file-based interfaces are required for your use case.
- Prepare a system-level data map showing how your application will exchange information with the M&G Wealth Platform.
Speak To Our M&G Wealth Platform Integration Experts
Whether you're developing a new digital financial services product or extending an existing solution with M&G Wealth Platform integration, 6B brings the technical expertise, financial services insight, and experience needed to accelerate delivery.
