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Aegon Platform (formerly Cofunds)
Value for money
Based on 7 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 old Cofunds platform, migrated across to Aegon. We think the move to Aegon will be good in the long-term. The business is committed to platforms and is making strides with a digital offering. There are still problems to be worked through and advisers don't like being left on hold! That said, we think the worst of the migration is behind Aegon and expect to see good things from the Aegon Platform.
Aegon plc, a Dutch based insurance company
No integrations available for Cash Management
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Integrates One Way
Integrates Both Ways