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All reviews by Peter Blackburn

FundsNetwork is making large steps to continue to evolve it's proposition and support the adviser community. It is one of the best model portfolio management systems around including using ETFs and Investment Trusts, which other platforms require re-balancing separately, creating horrendous admin issues. FundsNetwork also provides good reporting services and links with Morningstar Adviser Workstation to update valuations seamlessly. Good steps have been made to add the CGT tool, and there are plans to a improve the drawdown functionality. They could do with the ability to add 'Bed & Pension' which I know is coming down the line, but can't... read more come too soon.

Willingness to recommend:
(5.00/5)
Integrations:
(5/5)
Value for money:
(5/5)
Service:
(5/5)

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