Login
Aviva
Willingness to recommend
3.66/5
About the provider
At Aviva, our strength and scale is fixed firmly where you need it – on the future. Our platform provides a range of portfolios to cater for different tax and income requirements. So, whether your clients’ financial needs become simpler or more complicated over time, the Aviva Platform lets you adapt their investments to help fit their needs.
Supporting you and your clients with:
-
- Transparent charging, driving value for you and your clients
- Flexible investment options for you and your clients
- Comprehensive reports and market-leading ESG tools
- Technology that can integrate seamlessly with your systems
- Support and training you can rely on
Over the years, we’ve invested millions into doing the basics brilliantly, so it’s no surprise that more advisers are choosing to work with the Aviva Platform than any other provider. 1
Aviva. An AKG A-rated Platform
- By number of adviser relationships
Leave a review
Ownership:
Owned by Aviva Wrap UK Limited and Aviva Pension Trustees UK Limited, both of which are wholly owned subsidiaries of Aviva plc.
AUM:
£44.8bn as at 30 September 2023
Partnerships:
FNZ (core platform technology and administration)
NextWealth analysis
Aviva is hoovering up assets, mainly based on keen pricing deals but the platform also continues to innovate, adding features and functionality. Aviva launched as a cheap and cheerful solution for second tier customers. It has since become the platform of choice for many advisers, with hard to beat prices.
Aviva saw a small dip in scores based on adviser reviews. Over the last couple of years has gone from bottom of the pack to middle of the pack and continues to score ahead of most platforms on value for money.
If Aviva is serious about winning higher value clients, the firm will need to boost its service record. Cheap and cheerful works for clients with fairly straightforward needs. For accounts where more handholding and technical support is needed, the staff at financial advice businesses want to reach someone without being passed around the houses. Encouraging adviser self-service is fine on lower value accounts but advisers want a different level of service when supporting clients with more complex needs.
“Generally easy to use and cost competitive.”
“The platform is great but the customer service is poor.”
“Platform functionality has improved but still not perfect.”
“Generally easy to use and good functionality. Reasonable support, but usually lengthy wait times.”
Integrations
Based on 408 reviews
3.44/5
Integrates One Way
Integrates Both Ways
Adviser Cloud
Adviser Office (IRESS)
Assyst Software
Bluecoat
CURO (Time4Advice)
Durell Software
Enable (Best Practice)
intelliflo office (intelliflo)
JCS
Plum Software (a Morningstar company)
True Potential Adviser Services (CRM)
Xplan (Iress)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
moneyinfo
FigureOut (2plan)
Focus Synaptic software Ltd (Capita – CCD and Fusion)
Momentum Moneyhub
SSP (HSBC and Coutts)
No integrations available for Research
Dynamic Planner
Reviews
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
