Search

Leave a review

Home Platform Aegon Platform (formerly Cofunds)

Willingness to recommend

3.29/5

Based on 7 reviews

Aegon Platform (formerly Cofunds)

Download PDF of page

Value for money

3.86/5

Support

2.86/5

Integrations

3.57/5

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.

NextWealth view

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.

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

GBST

Integrations

3.57/5
Based on 7 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

Prestwood:Truth

Voyant

moneyinfo

FigureOut (2plan)

FSG (Focus 360)

Hourglass Software

Momentum Moneyhub

Morningstar

SSP (Swift)

Synaptics Capita (Client Care Desktop)

True Potential

Adviser Office (IRESS)

Assyst Software

Bluecoat

CURO (Time4Advice)

Durell Software

Fastrak

Intelligent 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)
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
Read more

Keep up to date