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AJ Bell Investcentre

Willingness to recommend

3.97/5

Integrations

3.57/5

Value for money

4.31/5

Service

4.05/5
Based on 122 reviews

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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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Ownership:

AJ Bell Plc

AUM:

£75.6bn

Partnerships:

GBST and FNZ

NextWealth analysis

AJ Bell is one of the fastest growing and largest adviser platforms. The business listed in 2018 in what was one of the most successful platform listings ever. Their most recent results showed that the pandemic has led to a rapid rise of D2C investors – trading revenue and rising markets have pushed up the firm’s overall AUM. AJ Bell launched a Wage War on Covid-19, raising over £300k for charity.

Investcentre is competitively priced and has invested in functionality to make life easier for advisers. Of note, the launch of a Retirement Investment Account, a low-cost retirement account with a streamlined investment proposition. The platform won the coveted Platform of the Year Award at the Schroders UK Platform Awards. It is also a NextWealth digital process champion.

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Integrations

Based on 122 reviews
3.57/5

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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 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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