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Aegon Platform (formerly Cofunds)
Value for money
Based on 17 reviews
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 and support to enable intermediary firms to offer expert lifetime planning to clients more easily and efficiently than ever before.
The Aegon Platform’s range of products and investments can adapt easily as your clients progress through their working life into retirement. Plus there’s full flexibility to tailor model portfolios, client reporting and your remuneration to deliver a range of client propositions to suit your business.
The Aegon Platform is the Cofunds platform, acquired by Aegon in 2016. The firm has made some enhancements to the tech and proposition and continues to operate the platform separately from ARC (see below). Aegon has struggled to maintain assets on the platform after several years of neglect. Aegon appears committed to the UK platform market and continues to invest in the digital front end. Mike Holliday-Williams recently took over as CEO of the UK business.
Aegon plc, a Dutch based insurance company
No integrations available for Cash Management
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Integrates One Way
Integrates Both Ways