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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,...
abrdn Elevate
Elevate is designed to support the large range of planning, tax and investment management activities carried out within your business....
abrdn Wrap
Wrap is designed for clients with complex needs in accumulation or retirement that require sophisticated multi-goal, multi-wrapper investment solutions. It...
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...
Aegon Retirement Choice
(ARC)
Aegon Retirement Choices (ARC) puts you in control of your clients' financial futures. Our platform provides you with the flexibility...
AJ Bell Investcentre
The AJ Bell Investcentre platform aims to serve a variety of customers from accumulation to retirement. Our clients benefit from...
Aviva
The Aviva Platform is designed to work best for mid-market to high net worth retail customers who are UK residents...
Credo Group
Credo's is an independent provider of Wealth Solutions to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms, Stock Brokers and...
Fidelity Adviser Solutions
Established 22 years ago, Fidelity Adviser Solutions is an adviser services business that offers a comprehensive range of investment-related products,...
Fusion Wealth
(Benchmark)
The Fusion Wealth Platform was founded in 2010 and is part of Benchmark Capital group. Fusion provides bespoke wealth management...
