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Aegon Platform (formerly Cofunds)

Willingness to recommend

3.17/5

Integrations

3.28/5

Value for money

3.76/5

Service

3.21/5
Based on 71 reviews

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About the provider

The Aegon Platform combines the unrivalled scale, investment choice and experience of Cofunds in the platform market with Aegon’s financial strength, retirement product experience and innovation. The result is a comprehensive financial-planning platform that aims to offer the choice, functionality and support to enable intermediary firms to offer expert lifetime planning to clients more easily and efficiently than ever before.

The Aegon Platform’s range of products and investments can adapt easily as your clients progress through their working life into retirement. Plus there’s full flexibility to tailor model portfolios, client reporting and your remuneration to deliver a range of client propositions to suit your business.

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Ownership:

Aegon plc, a Dutch based insurance company

AUM:

£91.10 bn

Partnerships:

GBST

NextWealth analysis

The Aegon Platform is the Cofunds platform, acquired by Aegon in 2016. The firm has made some enhancements to the tech and proposition and continues to operate the platform separately from ARC (see below). Aegon has struggled to maintain assets on the platform after several years of neglect. Aegon appears committed to the UK platform market and continues to invest in the digital front end. Mike Holliday-Williams recently took over as CEO of the UK business.

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Integrations

Based on 71 reviews
3.28/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Research
Risk profiling and suitability

Adviser Office (IRESS)

Assyst Software

Bluecoat

CURO (Time4Advice)

Durell Software

Fastrak

intelliflo office (intelliflo)

JCS

Plum Software (a Morningstar company)

Xplan (Iress)

No integrations available for Cash Management

Prestwood:Truth

Voyant

moneyinfo

FigureOut (2plan)

FSG (Focus 360)

Hourglass Software

Momentum Moneyhub

Morningstar

SSP (Swift)

Synaptics Capita (Client Care Desktop)

True Potential

No integrations available for Research

Dynamic Planner

Reviews

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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