Compare The Platform: Adviser Platforms

/Adviser Platforms
Adviser Platforms2016-11-17T10:26:14+00:00

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.

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.

AJBell 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 Advisers

Alliance Trust Advisers is their adviser platform offering which combines flexible flat fee charging with support tools and process efficiencies.

Ascentric

The 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.

Aviva For Advisers

The Aviva Platform for advisers 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.

Cofunds

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.

 

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.

Elevate

Formerly part of AXA, the Elevate platform is now a Standard Life 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.

Embark Platform

The Embark platform is an open architecture, retirement-focussed platform for financial advisers and is designed to help unlock new, profitable client segments via easy to use and reliable technology. It offers a wide choice of investments and tax wrappers, managed on proven technology with transparent and competitive pricing.

FundsNetwork

FundsNetwork is the advised branch of the execution-only platform Fidelity. It has over 16 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

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

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.

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 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.

Quilter Wealth

Quilter Wealth is an advised investment platform. It is known for leading in the wealth management industry, providing the best service and management for the client. It’s range of technology and ambition is reflected in the fund supermarket, the first ever created in the UK.

Raymond James (Semi Bundled)

Raymond James provides unique wealth management solutions for wealth managers and their clients. The Raymond James platform service offers access to a broad range of assets and tax wrappers. Raymond James offers three pricing models, tiered bundled, semi bundled and unbundled, enabling wealth managers to choose the right structure depending on their clients’ portfolio size and expected trading volumes.

Raymond James (Tiered Bundled)

Raymond James provides unique wealth management solutions for wealth managers and their clients. The Raymond James platform service offers access to a broad range of assets and tax wrappers. Raymond James offers three pricing models, tiered bundled, semi bundled and unbundled, enabling wealth managers to choose the right structure depending on their clients’ portfolio size and expected trading volumes.

Raymond James (Unbundled)

Raymond James provides unique wealth management solutions for wealth managers and their clients. The Raymond James platform service offers access to a broad range of assets and tax wrappers. Raymond James offers three pricing models, tiered bundled, semi bundled and unbundled, enabling wealth managers to choose the right structure depending on their clients’ portfolio size and expected trading volumes.

Standard Life Wrap

The Standard Life Wrap platform was launched in 2006. An advised platform, they are committed to providing the tools and services to manage and review the investments for advisers and their clients. Standard Life have been on at the forefront of change, allowing for an easy transition to the new regulations introduced, affecting advisers and their clients. Standard life combines top quality tools and technology with customer service to make it easy for both advisers and clients.

 

Succession

Succession is an advisor platform which allows access to a huge range of  investment types covering all asset classes. It enables advisers to create and manage solutions to best manage the wealth of their clients. It provides a cost-effective and technologically advanced service.

Transact (Portfolios over £100k)

Transact is a platform designed for use by financial advisers for their clients. They provide an array of tools for advisers to better manage their clients’ assets.

Transact (Portfolios up to £100k)

Transact is a platform designed for use by financial advisers for their clients. They provide an array of tools for advisers to better manage their clients’ assets.

True Potential Investments

The True Potential Investments platform was launched in 2011 and is part of True potential’s vertically integrated proposition, which means that it offers everything from advice to product. including an adviser proposition, both adviser and DIY platforms, a range of sub-advised funds and discretionary portfolios as well as adviser support services.

Zurich Intermediary Platform

Zurich Intermediary Platform is the platform provided by Swiss insurance company, Zurich.