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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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abrdn Elevate

abrdn’s Elevate platform is designed to support the large range of planning, tax and investment management activities carried out within your business. It offers exceptional value for money for your clients, is backed by a well-recognised brand and is financially...

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abrdn Wrap

Wrap is designed for clients with complex needs in accumulation or retirement that require sophisticated multi-goal, multi-wrapper investment solutions. It provides a comprehensive breadth of investment options which meet the demand from advisers to deliver their CIP and meet individual...

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Advance by Embark

The Advance by Embark Platform’s rich functionality and extensive investment range make it potentially suitable for a broad range of client types. From those still accumulating wealth, to those in the decumulation phase with a strong focus on taking retirement...

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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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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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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 20 years’ experience of helping independent financial advisers run efficient and profitable...

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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 customers from accumulation to retirement. Our clients benefit from an investment proposition that covers panel, whole of the market, commercial property and XO functionality. We also offer our own...

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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.
1
4.57
Based on 28 reviews
2
4.51
Based on 98 reviews
3
4.35
Based on 37 reviews
4
4.33
Based on 67 reviews

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