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Platform

We have put together user scores and reviews, a checklist of integrations and we give our own NextWealth view on each of the principal platforms listed below. Click on a product name to see more, and if you use another platform that you think we should cover here, please contact us.

7IM

Why the 7IM Platform – meeting your complex needs 7IM is a multi-facet business, we offer a high quality investment platform,...

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abrdn Elevate

Elevate is designed to support the large range of planning, tax and investment management activities carried out within your business....

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abrdn Wrap

Wrap is designed for clients with complex needs in accumulation or retirement that require sophisticated multi-goal, multi-wrapper investment solutions. It...

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Advance by Embark

The Advance by Embark Platform’s rich functionality and extensive investment range make it potentially suitable for a broad range of...

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    Aegon Platform
    (formerly Cofunds)

    The Aegon Platform combines the unrivalled scale, investment choice and experience of Cofunds in the platform market with Aegon’s financial...

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    Aegon Retirement Choice
    (ARC)

    Aegon Retirement Choices (ARC) puts you in control of your clients' financial futures. Our platform provides you with the flexibility...

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    AJ Bell Investcentre

    The AJ Bell Investcentre platform aims to serve a variety of customers from accumulation to retirement. Our clients benefit from...

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    Aviva

    The Aviva Platform is designed to work best for mid-market to high net worth retail customers who are UK residents...

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    Credo Group

    Credo's is an independent provider of Wealth Solutions to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms, Stock Brokers and...

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    Fidelity Adviser Solutions

    Established 22 years ago, Fidelity Adviser Solutions is an adviser services business that offers a comprehensive range of investment-related products,...

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    Fusion Wealth
    (Benchmark)

    The Fusion Wealth Platform was founded in 2010 and is part of Benchmark Capital group. Fusion provides bespoke wealth management...

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    League Table: Platform

    Our league table ranks the Platform providers in order of the user's willingness to recommend. The rating is provided from the user reviews we have received. To be included providers must have received a minimum of 20 reviews.
    Position
    Provider
    Score
    Num. of Reviews
    1
    4.87
    Based on 329 reviews
    2
    4.43
    Based on 61 reviews
    3
    4.25
    Based on 186 reviews
    4
    4.25
    Based on 57 reviews

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