Willingness to recommend
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, DFM’s 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.
Publicly listed
£48.2bn as at 30th September 2023
GBST and FNZ
There were 286 fewer financial advisers advising on retail investment products in the year to December 2023. The number of firms fell 8.1% in the year. These numbers are based on the latest data from the FCA on the retail intermediary market.
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 company’s CFO Michael Summersgill in October 2022. We haven’t 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 ‘Value for Money’ scoring over 4 out of 5.
In their comments about the platform, advisers praised the firm’s low-costs but feedback on ease of use was more mixed.
“Good value for a more sophisticated investor.” ‘Very good low-cost option.”
“Cost effective however technology could be improved.”
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)
moneyinfo
Brooks Macdonald
Investec
LGT Vestra
Morningstar
O&M Profiler
Pershing
Saltus
Utmost Wealth
Waverton IM
Adviser Asset
Morningstar
O&M Systems
Selectapension
Synaptics
Defaqto Engage
Dynamic Planner
EV Pro Risk
FinaMetrica Profiler (Morningstar)
