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FundsNetwork
Value for money
Support
Integrations
Based on 52 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 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 does. Fidelity businesses tend to be more modest – rarely tooting their own horn. We’ve been pleased to see Jackie Boylan, head of FundsNetwork, more active in the press and the market. They have built APIs to integrate to common industry solutions and have built custom integrations for some of their strategic partners. They are also investing in functionality to better support model portfolios and DFMs and their pricing is also good and we hear their service is getting better. They were recognised by NextWealth as a digital process champion.
£39.2 bn as at 30 September 2020
Part of Fidelity International, a private, family owned business
Bravura Solutions (Sonata)
Integrations
No integrations available for Cash Management
No integrations available for Cashflow Modelling
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Reviews
FundsNetwork is making large steps to continue to evolve it's proposition and support the adviser community. It is one of the best model portfolio management systems around including using ETFs and Investment Trusts, which other platforms require re-balancing separately, creating horrendous admin issues. FundsNetwork also provides good reporting services and links with Morningstar Adviser Workstation to update valuations seamlessly. Good steps have been made to add the CGT tool, and there are plans to a improve the drawdown functionality. They could do with the ability to add 'Bed & Pension' which I know is coming down the line, but can't... read more come too soon.
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