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Home Platform Investcentre (AJ Bell)

Willingness to recommend

4.07/5

Based on 14 reviews

Investcentre (AJ Bell)

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Value for money

4.5/5

Support

3.79/5

Integrations

3.43/5

Based on 14 reviews

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.

NextWealth view

AJ Bell is one of the fastest growing and largest adviser platforms. AJ Bell listed last year in what was one of the most successful platform listings ever. The firm ringfenced about one fifth of shares at the IPO price for its own customers - reflecting the firm's focus on customers and delivering value to those customers. AJ Bell is competitively priced and has invested in functionality to make life easier for advisers. They are also investing in their technical team and have a strong SIPP heritage giving them an edge as more customers move to decumulation.

Assets under influence:
£52.3bn as at 30 Jan 2020
Ownership:
Publicly listed
Technology Partnerships:

Powered by GBST, JHC and a proprietary software.

Integrations

3.43/5
Based on 14 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

Client Portal – Adviser Office (Iress)

Client Portal – Xplan (Iress)

moneyinfo

No other integrations available.

Adviser Office (IRESS)

Avelo

Fastrak

Intelligent Office (Intelliflo)

Moneyinfo

Plum Software (Praemium)

True Potential

Xplan (Iress)

Adviser Asset

Clever Adviser

Defaqto

FE Analytics

Morningstar

O&M Systems

RSMR

Selectapension

Synaptics

ThreeSixty

Defaqto Engage

Dynamic Planner

EValue Risk Profiler

FinaMetrica Profiler (PlanPlus)

Synaptics

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Investcentre (AJ Bell)
4/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
2/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
3/5
Service
Value for money
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Great provider
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
2/5
Service
They're quite good
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
5/5
Service
Their website functionality is absolutely awful. It just doesn't work properly.
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
Low charges and good software
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
Very good service at low cost
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
Good value and seems to be constantly improving.
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
All round great service
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
2/5
Service
Cheap but limited
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
"AJ Bell is an excellent offering: independent
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
low cost and wide fund investment range
Anonymous March 2020
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