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Home Platform Aviva

Willingness to recommend

3.71/5

Based on 45 reviews

Value for money

4.2/5

Support

3.51/5

Integrations

3.16/5

Based on 45 reviews

The Aviva Platform is designed to work best for mid-market to high net worth retail customers who are UK residents aged 18 and over and who want to pay for financial advice and access the investment opportunities the platform offers. The platform provides a range of portfolios to cater for different tax and income requirements. So, whether your clients’ financial needs become simpler or more complicated over time, the Aviva Platform lets you adapt their investments to help fit their needs.

NextWealth view

Aviva's adviser platform has proved resilient through a difficult platform upgrade. The platform is over its struggles for the most part and it seems that financial planners haven't given up on it with flows relatively strong compared to the competition. Aviva launched as a cheap and cheerful solution for second tier customers. The strategy proved successful and in many ways is still part of the reason the platform has survived a difficult few months. It is very hard for financial planners to justify that a customer needs to change platform if the new platform is more expensive. Service to the adviser is not a reason to change platforms in the eyes of most compliance officers.

Aviva’s keen prices have made assets very sticky. Aviva was already starting to get traction with higher account values. We think that now that the technology is stable, they have a chance to win back the hearts and minds of financial planners. But they will need to sort out their service proposition. Cheap and cheerful works for clients with fairly straightforward needs. But for accounts where more handholding and technical support is needed, staff at financial advice businesses need to be able to reach someone without being passed around the houses.

Ownership:
Owned by Aviva Wrap UK Limited and Aviva Pension Trustees UK Limited, both of which are wholly owned subsidiaries of Aviva plc.
Technology Partnerships:

FNZ (core platform technology and administration)

Integrations

3.16/5
Based on 45 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

moneyinfo

FigureOut (2plan)

Focus Synaptic software Ltd (Capita – CCD and Fusion)

Momentum Moneyhub

SSP (HSBC and Coutts)

Adviser Cloud

Adviser Office (IRESS)

Assyst Software

Bluecoat

CURO (Time4Advice)

Durell Software

Enable (Best Practice)

Intelligent Office (Intelliflo)

JCS

Plum Software (Praemium)

True Potential

Xplan (Iress)

No integrations available for Research

Dynamic Planner

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Aviva
3/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
3/5
Service
I'm ok with it now but it still has stigma from the issues when it re-platformed last year
Anonymous March 2020
2/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
2/5
Service
Recent history of shocking support
Anonymous March 2020
5/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
3/5
Service
Low charges
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
"They are good
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
2/5
Service
Their failing service standards are annoying and time consuming
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Very transparent process
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
"Very good value and fund range
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
It is easy to use
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
3/5
Service
As they are well costed
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
Functionality issues which are gradually being resolved but good value
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
Helpful
Anonymous March 2020
5/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
4/5
Service
Good experience usually
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
"It seems to be a basic
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
"Brand
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
Good all round proposition
Anonymous March 2020
4/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
3/5
Service
"Low rate of error
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
"Good price
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Good products
Anonymous March 2020
2/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
2/5
Service
Poor service. Poor experience in recent years. Too many errors.
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
3/5
Service
Cost competitive and some functions are easy to use
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Platform is the most user friendly
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Good charges and service
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
Its a very cheap platform but very basic
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
"Great low cost above average past track record
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Does what it needs to for a decent cost
Anonymous March 2020
1/5
Willingness to recommend
1/5
Integrations
4/5
Value for money
1/5
Service
Since replatforming their platform is awful and we actively avoid putting new clients on to it as there are so many errors
Anonymous March 2020
4/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
4/5
Service
Good value platform
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
1/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
2/5
Service
"They still have admin issues for example reporting is still very poor with errors on client reports. this is apparently due to 'cash transactions' which from what I can see is repurchasing funds when an inc fund pays out. Very poor
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
Got over issues and have helpful staff
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Got over their issues and decent platform
Anonymous March 2020
5/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
3/5
Service
Low cost
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
They support us well but are average
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
Good it with cheap funds and platform costs. Good support
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Always satisfied
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
Reasonable historic performance and low cost products
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
"I think they have sorted their platform issues out and have a low cost
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
"Servicing errors
Anonymous March 2020
3/5
Willingness to recommend
1/5
Integrations
4/5
Value for money
4/5
Service
"Lower cost...but system isn't that good
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
Have the cheapest offering for the range of funds we use
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
3/5
Service
I'm ok with it now, but it still has stigma from the issues when it re-platformed last year.
Anonymous December 2019
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
1/5
Service
This platform was not great before the re-platforming. More than 18 months on and it is still shocking. Almost always on hold when call for help - they seem to know we will be waiting as have invested in a 'we thought you would like to choose some music' software rather than more people to answer the phones - tells you all you need to know - will never, ever use this platform again - no matter how cheap it is - just not worth the extra man hours to deal with them.
Marcus Chapman November 2019
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