AJ Bell Investcentre
Willingness to recommend
About the provider
The AJ Bell Investcentre platform aims to serve a variety 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 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; this means we can continually invest into our functionality, products and service.
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AJ Bell Plc
GBST and FNZ
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
intelliflo office (intelliflo)
Plum Software (a Morningstar company)
True Potential Adviser Services (CRM)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
Client Portal – Adviser Office (Iress)
Client Portal – Xplan (Iress)
EV Pro Risk
FinaMetrica Profiler (Morningstar)