Rather than reinvent existing systems, the draft Document Access Standard has been created to introduce a common, industry-wide approach to integrating adviser back-office systems with platforms and product providers, allowing advisers to obtain client documents directly within their back-office or CRM systems.

Currently, advisers may need to log into multiple platform or product provider systems, download secure documents, and then manually upload them to their own systems. This process can be repetitive, time-consuming, and frustrating, and takes valuable time away from client service.

The solution: automation through integration

The new industry-wide draft Document Access Standard is now available - designed to make client document management simple, secure, and reliable. 

The Document Access Standard replaces manual processes with automated, API-driven connectivity. Documents flow securely and directly from platforms and product providers into adviser systems, eliminating unnecessary steps and reducing operational friction. 

Why a standardised approach matters

While APIs are already used across the industry, their data formats and integration methods often differ making it harder for adviser systems to connect smoothly with multiple sources.

The Document Access Standard solves this by introducing:

  • Uniform API protocols – ensuring every system speaks the same technical language.
  • Consistent data formats – allowing documents to be processed without costly custom integrations.
  • Reliable, scalable connections – reducing complexity and making it easier to innovate across the advice ecosystem.

The benefits: 

  • Save time and reduce admin costs: eliminate the need for repeated logins, downloads, and uploads.
  • Increase efficiency: standardised integration ensures documents are delivered quickly and consistently.
  • Enhance security: sensitive information is transferred safely via secure, auditable channels.
  • Support innovation: API-based connectivity allows for future enhancements and smarter document workflows.

The Document Access Standard delivers more than just connectivity – it provides a unified, future-proof foundation for secure, consistent document management across the entire industry.