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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.

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...

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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,...

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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...

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Quilter Platform

The Quilter's 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. The platform offers...

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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...

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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...

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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...

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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 Technical Support Team and Adviser Support...

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True Potential Wealth Platform

True Potential Investments Wealth Platform is a fully integrated system allowing for fully digital, streamline processes. It is used by True Potential Wealth Management Partners and Directly Authorised firms looking for a digital platform to revolutionise the way they work....

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Wealthtime

Wealthtime is a small, independent, customer centric wrap platform founded in 2009. We work closely with advisers to administer pensions, savings and investments in a cost and tax efficient way to support advisers and their clients from accumulation to retirement. Our...

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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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