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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.
Novia
Novia is an open architecture platform built to provide maximum efficiency and flexibility for advisers; with online applications, straight through processing and minimal paperwork. We offer over 3500 funds from over 300 managers. With aggregated trading on over 400 ETFs,...
Nucleus
Nucleus is an award-winning online wrap platform, launched in 2006 with a group of seven financial adviser firms to create a platform with a difference. They created a new model, putting the adviser and client at the heart of the...
Old Mutual Wealth
The Old Mutual Wealth Investment Platform is a high quality, award winning platform providing dependable, robust, trading and financial planning capabilities, that empowers advisers to deliver first class, holistic financial planning to their customers in one easy to use location....
Parmenion
Our target market is Advice businesses that are looking to design, build and operate a technology enabled, outsourced Centralised Investment Proposition, with scalability in mind. For those Advice businesses seeking higher levels of control, we also have different levels of partnership,...
Praemium
Praemium’s integrated Managed Accounts platform provides a unique wealth management opportunity for investors and advisers. Facilitating managed accounts on the one integrated platform enables advisers to tailor solutions to a variety of client needs while delivering significant back-office efficiencies to...
Raymond James
Raymond James Investment Services supports entrepreneurial investment managers and investment focused financial planners in the UK, who run growth oriented practices with a strong management and compliance culture. These wealth managers service high net worth investors with complex financial needs...
Standard Life Elevate
Standard Life’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...
Standard Life 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...
Transact
Our proposition is to deliver the best service in the investment platform market. We achieve this through a combination of proprietary software and regionally aligned Client Service Teams. This is further enhanced by our Head Office Technical Support Team and...
True Potential Wealth Platform
The True Potential Wealth Platform is a fully integrated system allowing for streamline processes. It is used by True Potential advisers and IFAs looking for a digital platform The platform offers thousands of different Equities, ETFs, Mutual Funds and both...
Zurich
The Zurich Intermediary Platform’s rich functionality and extensive investment range makes it potentially suitable for a broad range of client types. From those still accumulating wealth, to those in the decumulation phase with a focus more on making their wealth...
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League Table: Platform
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