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Home Platform FundsNetwork

Willingness to recommend

4.18/5

Based on 28 reviews

FundsNetwork

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Value for money

4.07/5

Support

3.86/5

Integrations

3.5/5

Based on 28 reviews

FundsNetwork™ is Fidelity International’s adviser platform that provides advisers and their clients with access to a range of investment and retirement related services. Launched in 2000, FundsNetwork has almost 20 years’ experience of helping independent financial advisers run efficient and profitable businesses, while serving the needs of their clients. The platform is committed to improving client experience at every stage of the advice process, through the development of platform capability which offers flexibility and efficiency to support changing needs.

The platform provides advisers with access to a broad set of product wrappers and investments, as well as enhanced administrative services.

NextWealth view

FundsNetwork is a safe and stable choice for advisers looking for a platform that gets custody and administration right. While this may sound boring - platforms need to get the basics right and FundsNetwork usually do. The platform has been quietly focussed inwardly, upgrading its core platform technology and systems. It successfully completed a transition to Bravura's Sonata core platform technology early last year setting it up for scale and growth. It is one of the bigger adviser platforms but remains relatively quiet in the market. With the dynamic Jackie Boylan at the helm, we expect to see great things from FundsNetwork. They have some functionality to sort out (such as splitting fees for DFMs) but on the whole we think they're poised for growth. They have built APIs to integrate with Intelliflo and are the custodian behind Intelliflo's new discretionary portfolios. We aren't sure the portfolios will be a massive success but the integration is an indicator of FundsNetwork's ability to adapt and to try new things. FundsNetwork's pricing is also good and we hear their service is getting better. Watch this space.

Assets under influence:
£81.7bn in assets under administration. Data as at 30 June 2019.
Ownership:
Part of Fidelity International, a private, family owned business
Technology Partnerships:

Bravura Solutions (Sonata)

Integrations

3.5/5
Based on 28 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

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Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for FundsNetwork
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
Well established investment house and platform
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
I think they are very good.
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
"Good experience
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
very well run Company
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Does everything for us no platform is perfect
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
I would recommend them if asked
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
No better no worse than other providers
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Past experience
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
IT'S OK
Anonymous March 2020
2/5
Willingness to recommend
1/5
Integrations
3/5
Value for money
3/5
Service
some update in technology needed
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
They are very good
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
2/5
Service
I now find slightly costly
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
The platform works and is efficient
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
2/5
Service
Poor BDM support
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
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
WE have always received good service and support and they are constantly improving the proposition
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
"Low charges
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Consistent good service
Anonymous March 2020
4/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
3/5
Service
"They've improved
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
they are one of the better platforms
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
they are helpful and have good range of funds with excellent research facilities
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Their systems seems to work well.
Anonymous March 2020
4/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
3/5
Service
Generally it works well but could be improved
Anonymous March 2020
5/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
4/5
Service
They have always been efficient and competitively priced.
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
They generally come across well - and we have few problems
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
good overall offering
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
The majority of our clients are on FundsNetwork pre- and post- retirement. We have a deal with them because of the amount of business. They have lots of investment choices. Very easy system to use. If someone comes to us with half a million, it's probably the best option.
Anonymous October 2019
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