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AJ Bell Investcentre
Willingness to recommend
3.78/5
About the provider
AJ Bell Investcentre is designed to meet the needs of a range of customers from accumulation to retirement. Our clients benefit from an investment proposition that covers whole of the market from platform, DFMโs and XO functionality. We offer a range of our own managed portfolio solutions including a designated retirement solution and a expanding panel of DFM model portfolios on our platform.
Our pricing structure is competitive and is suited to a wide range of clients, with options to use either a transactional pricing option through our SIPP or an all-in pricing structure through our Retirement Investment Account. Clients also have the option to use a wide variety of ISA wrappers, General Investment Accounts and set up junior accounts.
Through our sustainable business model, we have delivered a strong track record of profit, ensuring our financially security; and we continue to invest in our technology helping to continually enhance all aspects of our functionality, products and services.
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Ownership:
Publicly listed
AUM:
ยฃ48.2bn as at 30th September 2023
Partnerships:
GBST and FNZ
NextWealth analysis
AJ Bell Investcentre is among the fastest growing and largest adviser platforms. The business listed in 2018 in what was one of the most successful platform listings ever. Founder Andy Bell passed the CEO baton to the companyโs CFO Michael Summersgill in October 2022. We havenโt seen any fallout from the transition.
AJ Bell Investcentre is competitively priced and is investing in making the platform easier to use. Adviser review scores dipped slightly this year but still remained amongst the pack, the platform scores especially well on โValue for Moneyโ scoring over 4 out of 5.
In their comments about the platform, advisers praised the firmโs low-costs but feedback on ease of use was more mixed.
โGood value for a more sophisticated investor.โ โVery good low-cost option.โ
โCost effective however technology could be improved.โ
Integrations
Based on 254 reviews
3.36/5
Integrates One Way
Integrates Both Ways
Adviser Cloud
Adviser Office (IRESS)
Avelo
Fastrak
intelliflo office (intelliflo)
Plum Software (a Morningstar company)
True Potential Adviser Services (CRM)
Xplan (Iress)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
Client Portal – Adviser Office (Iress)
Client Portal – Xplan (Iress)
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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
Transitioning to AJ Bell - time will tell how good it is.
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
