Winners 2019

Past Winners:

  • Platform of the year - 2019

    Winner: Parmenion

    Sponsored by Schroders.

    The winner is a smaller platform that has won many awards for adviser service. They impressed the judges in two specific areas, one - they develop their technology quickly and appropriately to meet the right requirements. Two – they have a relentless focus on the end customer.

    In third place: Seven Investment Management

    In second place: A J Bell

  • Best Platform Provider (AUM £25 Billion Or More)

    Winner: Standard Life Wrap

    Sponsored by Winterflood Business Services.

    The winner was found by asking those who use the platforms, the advisers, to vote.

    In second place: Old Mutual Wealth

    In third place: Transact

  • Best platform provider AUM up to £25 billion

    Winner: Standard Life Elevate

    Sponsored by Compare the Platform.

    The winner was found by asking those who use the platforms, the advisers, to vote.

    In second place: True Potential

    In third place: Parmenion

  • The Intelliflo award for best platform service

    Winner: Standard Life Wrap

    Sponsored by Intelliflo.

    Advisers voted on four different categories of service on a scale of poor to excellent. The winner is the platform that achieves the highest average score.

    In second place: Standard Life Elevate

    In third place: Old Mutual Wealth

  • Leading Adviser Business

    Winner: Aspect8

    Sponsored by Aegon.

    The winner is a serial winner, continuing to demonstrate an absolute commitment to developing and employing technology to lower cost and improve the client proposition. Integration via APIs brings the technology together. All development is scalable and used across the business.

    The winner runs on the Fusion Wealth platform powered by SEI.

    In second place: Tavistock Private Clients

  • Leading Adviser Practice

    Winner: First Wealth

    Sponsored by FNZ.

    The winner is both forward thinking and future proofing. They solve problems, use technology really well and have a passion for what they do.

    The winner runs on the Fusion Wealth platform powered by SEI.

    In second place: Thomas and Thomas

  • Best Use of Platform Technology

    Winner: True Potential

    Sponsored by Professional Adviser.

    Whereas most platforms are outsourcing more and more, the winners have moved in the opposite direction, building an in-house solution. There was no disturbance during the migration, advisers didn't even have to log off. Moreover, they’ve optimised the customer suitability journey.

    Runner Up: GBST and Vitality

  • Leading Digital Platform

    Winner: Moneyhub

    Sponsored by Intellect SEEC.

    The winner supports multiple channels, an impressive number of integrations, demonstrating quality and depth and will have a real impact of the advice process.

    In second place and highly commended: Open Money

  • Leading Retirement Proposition

    Winner: Seven Investment Management

    Sponsored by Dunstan Thomas.

    The winner is strong across each of the criteria. They offer strong support for the ‘bucketing’ approach. The broad DFM proposition lends itself to the current landscape.

    In second place and highly commended: Novia

  • Leading Independent Planning Tool Provider

    Winner: Intelliflo

    Sponsored by Bravura.

    The winner showed more evidence in their submission of usability, specifically as a revenue generator for its adviser clients plus very relevant developments such as the gamified fact find.

    In second place and highly commended: Defaqto

  • Leading investment research, ratings and data provider

    Winner: FE

    Sponsored by Finscape.

    This award reflects the growing significance of funds data and research to advisers. The winner was found by asking those who use these applications, the advisers, to vote.

    In second place: Morningstar

  • The Leading innovation award

    Winner: Calastone

    Sponsored by GBST.

    The winner has developed the most technologically innovative of all the entries. Moreover, it is vitally important for their future success and role in this marketplace.

    In second place and highly commended: Open Money

  • Best wealth management platform

    Winner: Seven Investment Management

    Sponsored by SEI.

    The winner has a broad offering with a range of well-defined wealth management services including discretionary management and multi-asset funds.

    In second place and highly commended: A J Bells

  • Leading platform for discretionary management

    Winner: Praemium

    Sponsored by RSMR.

    The winner has a unique proposition has introduced a number of developments over the year offers API links, trade matching and goes above and beyond on the crucial regulatory requirement.

    In second place and highly commended: Seven Investment Managementc

  • Leading platform for model portfolio services

    Winner: Standard Life Wrap

    Sponsored by FE.

    A set of criteria was created by the leading DFM consultancy, DISCUSS, which leading discretionary managers then scored to find the winner.

    In second place and highly commended: Novia

  • Leading innovation in workplace solutions

    Winner: Wealth Wizards

    Sponsored by Origo.

    The winner sees that financial wellness is the way to get members to engage through the use of technology. They demonstrate consistency and clarity of purpose.

    In second place and highly commended: MoneyHub

  • Best institutional platform

    Winner: Allfunds

    Sponsored by Calastone.

    The winner is now independent from its parent, is expanding outside the EU and investing in more fintech.

    In second place and highly commended: BNY Mellon l Pershing

  • Best strategic platform partner

    Winner: Dunstan Thomas

    Sponsored by Praemium.

    Our winner has a excellent pensions heritage, keeps investing to improve and has a great implementation process.

    In second place: SEI

  • Leading Platform Journalist

    Winner: Tom Ellis

    Sponsored by SS&C.

    The winner has the greatest sector understanding and his changing role hasn't changed his style or his interest.

    In second place: Jack Gilbert