Login to leave a review
Value for money
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.
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.
Owned by Aviva Wrap UK Limited and Aviva Pension Trustees UK Limited, both of which are wholly owned subsidiaries of Aviva plc.
FNZ (core platform technology and administration)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
Focus Synaptic software Ltd (Capita – CCD and Fusion)
SSP (HSBC and Coutts)
Adviser Office (IRESS)
Enable (Best Practice)
Intelligent Office (Intelliflo)
Plum Software (Praemium)
No integrations available for Research
Integrates One Way
Integrates Both Ways