Compare The Platform: Adviser Platforms

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Adviser Platforms2019-05-21T13:45:22+01:00

7IM

The 7IM platform is at the core of 7IM’s business offering financial intermediaries a broad choice of investment propositions to their clients. The origins of the platform lie in portfolio management and client servicing and not in aggregating assets. The platform has a team dedicated to developing the platform technology and doesn’t use external sources.

abrdn

abrdn Elevate

Formerly part of AXA, the Elevate platform is now an abrdn proposition. It enables advisers to view and manage all of a client’s investments, online, in one place. The platform provides access to a wide range of wrappers and offers a broad range of investments to suit client needs.

abrdn

abrdn Wrap Flat Rate

abrdn Wrap is a sophisticated and highly rated wealth management platform solution. With enhanced data and tools to help advisers build tailored investment propositions for their business and clients and deliver good client outcomes.

abrdn offers an innovative drawdown price lock, ensuring the SIPP percentage platform charge will not increase as clients take money out of their pension. Clients with more than £1m in a single account also have the option to select an equivalent flat charge of 15bps.

If an adviser has more than £75m on the platform the product fees will be waived. This is the tiered charging structure when the adviser has less than £20m on the platform.

abrdn

abrdn Wrap Tiered (Adviser <£20m)

abrdn Wrap is a sophisticated and highly rated wealth management platform solution. With enhanced data and tools to help advisers build tailored investment propositions for their business and clients and deliver good client outcomes.

abrdn offers an innovative drawdown price lock, ensuring the SIPP percentage platform charge will not increase as clients take money out of their pension. Clients with more than £1m in a single account also have the option to select an equivalent flat charge of 15bps.

If an adviser has more than £75m on the platform the product fees will be waived. This is the tiered charging structure when the adviser has less than £20m on the platform.

abrdn

abrdn Wrap Tiered (Adviser £20m -£75m)

abrdn Wrap is a sophisticated and highly rated wealth management platform solution. With enhanced data and tools to help advisers build tailored investment propositions for their business and clients and deliver good client outcomes.

abrdn offers an innovative drawdown price lock, ensuring the SIPP percentage platform charge will not increase as clients take money out of their pension. Clients with more than £1m in a single account also have the option to select an equivalent flat charge of 15bps.

If an adviser has more than £75m on the platform the product fees will be waived. This is the tiered charging structure when the adviser has between £20m and £75m on the platform.

abrdn

abrdn Wrap Tiered (Adviser £75m+)

abrdn Wrap is a sophisticated and highly rated wealth management platform solution. With enhanced data and tools to help advisers build tailored investment propositions for their business and clients and deliver good client outcomes.

abrdn offers an innovative drawdown price lock, ensuring the SIPP percentage platform charge will not increase as clients take money out of their pension. Clients with more than £1m in a single account also have the option to select an equivalent flat charge of 15bps.

All product fees are waived where an adviser has more than £75m on the platform. This is the tiered charging structure when the adviser has more than £75m on the platform.

Advance by Embark

Advance by Embark is the former Zurich Intermediary Platform, which was purchased by Embark in 2020. Advance by Embark is the retail platform for the Embark group.

Aegon ARC

Aegon ARC

The Aegon Retirement Choices (ARC) platform is a holistic platform that can adapt as the needs of an adviser’s clients taking them through their working life and into retirement. The platform has over 4,000 investment options including pension fund solutions built by Aegon.

Cofunds Aegon

Aegon Platform (Cofunds)

The Aegon Platform is the new name for the Cofunds platform. Cofunds is one of the oldest adviser platforms in the market. It started life with the backing of six financial services companies, but is now owned by Aegon.

 

AJBell Investcentre

AJ Bell Investcentre

AJ Bell Investcentre is part of AJ Bell. The platform is designed specifically for financial advisers and aims to provide a full range of investments and tools at a reasonable price.

Alliance trust savings - investment platform (advised)

Alliance Trust Advisers

Alliance Trust Advisers is their adviser platform offering which combines flexible flat fee charging with support tools and process efficiencies. It was purchased by Embark and is now accessed through Embark. Charges here are for existing Alliance Trust Advisers customers that have moved to Embark. New customers will be subject to Advance by Embark’s charges.

Aviva Consumer Platform

Aviva Advised Platform

The Aviva Advised Platform is designed to make it easier for advisers to manage their clients’ investments. The platform is straightforward to use, with a wide range of products and investments available.

Credo wealth - investment platform (advised)

Credo Wealth

Credo provides services to financial intermediaries (wealth managers, advice firms and family offices) and their clients. The Wealth Platform provides access to whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, global custody (onshore & offshore), white-labelled investor reporting, an online investor portal and support for 14 currencies. A Managed Portfolio Services is also available.

Digi

Digi is an advised platform which aims to service advisers’ clients with simpler needs. It’s a joint venture from Digital Wealth Systems and P1 and powered by Seccl technology. Digi embeds the recommendation and review processes into its platform and offers a range of model portfolios which are run by P1.

Fidelity Adviser Solutions

Fidelity Adviser Solutions

Fidelity Adviser Solutions is the advised branch of the execution-only platform Fidelity. It has over 19 years of experience in providing firms with the products, infrastructure and support they need to help them work more efficiently, save time and reduce costs.

Hubwise Platform

Hubwise

Hubwise is a technology and platform solutions provider that provides white-labelled solutions to the advised platform market. Hubwise was founded by Angus Macdonald who has form in this area having been one of the protagonists behind JHC’s Figaro.

James Hay Partnership

James Hay

James Hay Partnership, a platform with a focus on retirement wealth planning, has been working with financial advisers and investors for over 35 years to administer pensions, savings and investments.

The Modular iPlan offers SIPP, ISA and GIA solutions. The iPlan uses the modular approach that began when the stand-alone Modular iSIPP was launched in early 2013. It allows investors to switch investment options on and off to suit their specific investment needs and ensures they only pay for what they use, and only while they use it.

James Hay does not apply a dealing charge for investing in ETFs, but there are associated stockbroker charges. Users can choose their own or from the James Hay panel (Selftrade and Stocktrade). For the purposes of the calculator, Selftrade charges have been used to give users an idea of potential costs.

M&G Wealth

The M&G Wealth (formerly Ascentric) wrap is dedicated to empowering advisers to manage wealth. It enables advisers to view, hold and trade their clients’ investments online. Advisers and their clients can access a wide range of wrappers and a large investment range on the platform.

Novia

Novia

Novia is an advised platform which aims to use its experience and modern technology to deliver a comprehensive, quality wealth management service for investment advisers and their clients.

Nucleus

Nucleus

Nucleus is an advised platform created, in 2006, upon the realisation that pensions and investment products were not as flexible as they could be. They created a new model, which would put the adviser in charge enabling the creation of tax-efficient, low cost investment solutions for each and every client. Advisers are free to manage their client’s portfolio to meet their personal objectives.