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Home Platform Aegon Platform (formerly Cofunds)

Willingness to recommend

3.18/5

Based on 17 reviews

Aegon Platform (formerly Cofunds)

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Value for money

3.88/5

Support

3.12/5

Integrations

3.41/5

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.

NextWealth view

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.

Assets under influence:
£91.10 bn
Ownership:
Aegon plc, a Dutch based insurance company
Technology Partnerships:

GBST

Integrations

3.41/5
Based on 17 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

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SSP (Swift)

Synaptics Capita (Client Care Desktop)

True Potential

Adviser Office (IRESS)

Assyst Software

Bluecoat

CURO (Time4Advice)

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Fastrak

intelliflo office (intelliflo)

JCS

Plum Software (Praemium)

Xplan (Iress)

No integrations available for Research

Dynamic Planner

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Aegon Platform (formerly Cofunds)
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
1/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
Meet majority of demands
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Comfortable using services
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
The administration has been poor since their replatforming
Anonymous March 2020
1/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
1/5
Service
Service has dropped dramatically
Anonymous March 2020
1/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
1/5
Service
Some good individuals trying to resolve issues but too little too late. Disaster. Bad culture at the top and Aegon have destroyed ex Cofunds reputation. Clunky, poor integration with Curtis Banks for pension admin.
Anonymous November 2019
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