Login to leave a review
Investcentre (AJ Bell)
The AJ Bell Investcentre platform aims to serve a variety of customers from accumulation to retirement. Our clients benefit from an investment proposition that covers panel, whole of the market, commercial property and XO functionality. We also offer our own managed portfolio solution, providing passive and active accumulation and income portfolios, as well as a retirement portfolio solution.
Our pricing structure is one of the most competitive in our target market and is suited to a wide range of clients. When investing through our SIPP, quarterly SIPP administration fees are waived when £200,000 or more is invested with our platform. When investing through our Retirement Investment Account customers have access to an all in pricing structure.
Through our sustainable business model, we have delivered a strong track record of profit, ensuring our financially security; this means we can continually invest into our functionality, products and service. Being one of the first providers to re-platform now means our technology is dependable, adaptable and scalable for years to come.
AJ Bell is one of the fastest growing and largest adviser platforms. The business listed in 2018 in what was one of the most successful platform listings ever. Their most recent results showed that the pandemic has led to a rapid rise of D2C investors – trading revenue and rising markets have pushed up the firm’s overall AUM. AJ Bell launched a Wage War on Covid-19, raising over £300k for charity.
Investcentre is competitively priced and has invested in functionality to make life easier for advisers. Of note, the launch of a Retirement Investment Account, a low-cost retirement account with a streamlined investment proposition. The platform won the coveted Platform of the Year Award at the Schroders UK Platform Awards. It is also a NextWealth digital process champion.
£49.7 bn as at 30 September 2020
Powered by GBST, JHC and a proprietary software.
No integrations available for Cash Management
No integrations available for Cashflow Modelling
Client Portal – Adviser Office (Iress)
Client Portal – Xplan (Iress)
No other integrations available.
Adviser Office (IRESS)
intelliflo office (intelliflo)
Plum Software (Praemium)
EValue Risk Profiler
FinaMetrica Profiler (Morningstar)
Integrates One Way
Integrates Both Ways