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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.

True Potential Investment Platform

True Potential Investments Platform is a fully integrated system allowing for fully digital, streamline processes. It is used by True...

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Wealthtime

Novia is an open architecture platform built to provide maximum efficiency and flexibility for advisers; with online applications, straight through...

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Wealthtime Select

Wealthtime Select is a small, independent, customer centric wrap platform founded in 2009. We work closely with advisers to administer...

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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
    True Potential Investment Platform
    4.89
    Based on 719 reviews
    2
    Parmenion
    4.44
    Based on 151 reviews
    3
    Transact
    4.06
    Based on 381 reviews
    4
    7IM
    4.04
    Based on 116 reviews

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