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AJ Bell Investcentre

Willingness to recommend

3.78/5

Integrations

3.36/5

Value for money

4.19/5

Service

3.9/5
Based on 254 reviews

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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, 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.

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Ownership:

Publicly listed

AUM:

£48.2bn 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 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.”

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Integrations

Based on 254 reviews
3.36/5

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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 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)

Reviews

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous October 2023

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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

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