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M&G Wealth Platform
Willingness to recommend
3.44/5
About the provider
Advisers need to be able to deliver good client outcomes and be able to focus on advice not admin. The M&G Wealth platform offers increased self-serve through seamless digital journeys. Built on flexible technology, our rolling programme of continuous enhancements and back-office integrations are designed to enable easy user experience, reduce paperwork and increase efficiencies through effective data integration.
Great technology is supported by great people. We have one of the biggest networks of dedicated BDMs together with an excellent platform adoption team to support onboarding and ongoing training and access to an award-winning technical team for more complex client scenarios.
Our extensive range of investment solutions including smoothed funds and model portfolio services together with increased choice, control and flexibility including automated drip feed drawdown and integrated docusign helps advisers to meet a wide range of client needs, efficiently.
As re-platforming completed years ago, users of our platform face no threat of disruption. Rather they can be confident in the stability and ongoing development of our platform.
Our single, transparent price with no hidden charges and no trading charges mean advisers can easily demonstrate value for money. Plus, our inhouse dealing desks means we can deal in real time enabling more control, limiting time out of market and generating significant savings for clients.
And with family linked discounts, the M&G Wealth platform supports advisers in building a resilient business and expanding client base through intergenerational planning.
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Ownership:
Wholly owned by M&G, since 2020
AUM:
Β£15.6bn as at 30th September 2023
Partnerships:
Bravura Solutions (core platform technology)
NextWealth analysis
M&G platform was formerly called Ascentric, which was acquired by M&G in 2020 after being part of Royal London since 2014. The platform went through a massive technology upgrade from proprietary software to Bravura Sonata a few years ago. The platform gets mixed reviews from advisers but saw rising scores this year moving from the bottom to the middle of the pack. M&G scores higher overall scores with advisers at smaller firms.
Integrations
Based on 59 reviews
3.24/5
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
CURO (Time4Advice)
intelliflo office (intelliflo)
Plum Software (a Morningstar company)
True Potential Adviser Services (CRM)
Xplan (Iress)
No integrations available for Cash Management
Prestwood:Truth
moneyinfo
Best Practice / Creative Technology
FigureOut (2plan)
MoneyHub
Vitality
Morningstar
No integrations available for Risk profiling and suitability
Reviews
Willingness to recommend
Integrations
Value for money
Service
dos everything needed
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
