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Platform

We have put together user scores and reviews, a checklist of integrations and we give our own NextWealth view on each of the principal platforms listed below. Click on a product name to see more, and if you use another platform that you think we should cover here, please contact us.

7IM

Why the 7IM Platform – meeting your complex needs 7IM is a multi-facet business, we offer a high quality investment platform, we are an asset manager with a range of investment solutions, and a high net worth discretionary service, We originally built...

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Aegon Platform
(formerly Cofunds)

The Aegon Platform combines the unrivalled scale, investment choice and experience of Cofunds in the platform market with Aegon’s financial strength, retirement product experience and innovation. The result is a comprehensive financial-planning platform that aims to offer the choice, functionality...

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Aegon Retirement Choice
(ARC)

Aegon Retirement Choices (ARC) puts you in control of your clients' financial futures. Our platform provides you with the flexibility to manage wealth accumulation, workplace savings and retirement income through one single online solution. The range of products and investments can...

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Ascentric

The open architecture used in the Ascentric platform provides flexibility to fit the users business. Over 3800 funds are available with 45 third party tax wrappers. Over 65 DFM’s are supported along with a broad range of tools and services....

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Aviva

The Aviva Platform is designed to work best for mid-market to high net worth retail customers who are UK residents aged 18 and over and who want to pay for financial advice and access the investment opportunities the platform offers....

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Credo Group

Credo's is an independent provider of Wealth Solutions to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms, Stock Brokers and Family Offices who are looking for a trusted partner. The Wealth Platform provides access to whole of market, multi-asset class...

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Embark Platform

The Embark platform is a value for money proposition which supports the core tax wrappers of Pension, ISA, JISA and GIA. It has a retirement focus with drawdown capabilities. These are placed on both a reliable and supportive...

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FundsNetwork

FundsNetwork™ is Fidelity International’s adviser platform that provides advisers and their clients with access to a range of investment and retirement related services. Launched in 2000, FundsNetwork has almost 20 years’ experience of helping independent financial advisers run efficient and...

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Fusion Wealth
(Benchmark)

The Fusion Wealth Platform was founded in 2010 and is part of Benchmark Capital group. Fusion provides bespoke wealth management and technology solutions for wealth managers, national financial advisers and networks. The Fusion Wealth platform is technology-driven with its own...

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Hubwise

Hubwise is positioned in the market as a regulated technology business, where we own and control all the critical elements of our multi-asset, multi-wrapper investment platform: - Technology (API and user portal) - Trade execution - Investment administration & regulatory reporting - Nominee custody -...

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Investcentre
(AJ Bell)

The AJ Bell Investcentre platform aims to serve a variety of clients from accumulation to retirement. Our clients benefit from an investment proposition that covers panel, whole of the market and XO functionality. We also offer our own managed portfolio...

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James Hay

As one of the UK’s first SIPP providers, we pride ourselves on our expertise and innovative approach to retirement wealth planning. We have developed a secure platform with a flexible proposition for advisers to manage their clients' investments all in...

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League Table: Platform

Our league table ranks the Platform providers in order of the user's willingness to recommend. The rating is provided from the user reviews we have received. To be included providers must have received a minimum of 20 reviews.

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