Winners 2021

Past Winners:

  • Platform of the year - 2021

    Winner: Fidelity FundsNetwork

    Sponsored by Schroders

    The winner has enjoyed a practically seamless re-platforming. They backed their claims with evidence such as a great net promotional score. They are a big platform that has been around from the start. Today, they are simply walking the talk.

    In second place: Aviva Platform

  • Leading adviser business

    Winner: EQ Investors

    Sponsored by Aegon

    The winner is an adviser and discretionary manager that focuses on clients who to care about ethical and/or sustainable investment, to varying degrees. They are happy to accept that their proposition will not suit all potential customers.

    In second place: Aspect8

  • Leading adviser practice

    Winner: Investment Quorum

    Sponsored by FNZ

    The winner has been brave enough to re-engineer their tech stack in order to ensure maximum efficiency whilst ensuring that clients receive financial planning reports specific to their individual needs.

    In second place: First Wealth

  • Leading adviser for ESG investment

    Winner: EQ Investors

    Sponsored by Morningstar

    The winner was founded on ethical principles and is a superb advisory business with broad and impressive ESG solutions for clients.

    In second place: Path Financial

  • Best use of platform technology

    Winner: P1 Investment Management and Seccl Technology

    Sponsored by 7IM

    The winner employs modern technology with loads of integration. The adviser feedback is good. It is small currently but going places. The nature of the partnership plays to the strengths of both seccl and P1.

    In second place: Smart Pension and Smart

  • Leading digital platform

    Winner: Moneyhub

    Sponsored by Professional Adviser

    The winner adapted very well through pandemic; They have a financially inclusive proposition which is solving a real problem.

    In second place: Open Money

  • Leading Retirement proposition

    Winner: A J Bell Investcentre

    Sponsored by Finscape

    The winner has a broad investment platform that is low cost and has good drawdown functionality. They were wise enough to listen to their advisers regarding developments. What they did as a firm with their ‘wage war against Covid’ fund initiative and supporting vulnerable folk in care homes and food banks was impressive. They also tell a good story on ESG.

    In second place: abrdn

  • Leading independent planning tool provider

    Winner: Dynamic Planner

    Sponsored by NextWealth

    The winner has many great attributes, impressive statistics, a good number of integrations, an adviser service supporting their stats. They answered every question we had.

    In second place: Portfolio Metrix

  • Leading innovation award

    Winner: Seccl

    Sponsored by Fidelity International

    Whilst they have yet to get scale, they have democratised the platform space and shaken up the sector

    In second place: Model Office

  • Leading platform for discretionary management

    Winner: Praemium

    Sponsored by Finocomp

    The winner has a real capability set including offering separately managed accounts, multiple jurisdictions and currencies. Moreover, adviser feedback is very strong.

    In second place: 7IM

  • Best wealth management platform

    Winner: Benchmark Capital

    Sponsored by Dunstan Thomas

    The judges suggested that it is hard to create a more complex solution offering more solutions. Moreover, advisers get great feedback from them.

    In second place: 7IM

  • Leading investment research, ratings and data provider

    Winner: FE fundinfo

    Sponsored by Wealthtime

    Based on the votes of hundreds of advisers on a number of categories compiled by NextWealth.

    In second place, and highly commended: RSMR

  • Leading innovation in workplace solutions

    Winner: Moneyhub

    Sponsored by BNY Mellon Pershing

    The judges love the link with open banking as it delivers something that people will actually use – really compelling – something apart. They have developed solutions around ESG; getting great traction.

    In second place: Worklife by OpenMoney

  • Best institutional platform

    Winner: Allfunds

    Sponsored by Calastone

    Allfunds are once again a clear winner. They remain head and shoulders in front on geographic reach, breadth of fund manger coverage, fund analytics and portfolio construction.

    In second place: SEI

  • Best strategic platform partner

    Winner: BNY Mellon Pershing

    Sponsored by Praemium

    A comprehensive service continues to be offered. They have a massive client base. They handled significant operational issues and due diligence in a very difficult year. They are really good at what you do and have good ESG coverage.

    In second place: Winterflood Business Services

  • Leading platform for model portfolio services

    Winner: abrdn

    Sponsored by FE fundinfo

    The winner was found by asking the users, discretionary managers, to vote on a number of criteria produced by NextWealth in conjunction with the sponsors FE Fundinfo.

    In second place: Aviva Platform

  • Intelliflo award for best adviser service

    Winner: True Potential

    Sponsored by Intelliflo

    The winner was found by asking the platform users, advisers, to vote on a number of criteria developed by NextWealth.

    In second place: Praemium

  • Best platform provider (AUM up to £40 billion)

    Winner: True Potential

    Sponsored by Bravura

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

    In second place: Praemium

  • Best platform provider (AUM £40 Billion or more)

    Winner: abrdn and Transact

    Sponsored by Winterflood Business Services

    The winners were found by asking those who use the platforms to vote.

  • Leading Platform Journalist

    Winner: Jack Gilbert

    Sponsored by SS&C

    The winner, probably the sharpest in the sector at the moment the judges said, is… assuming new fatherhood hasn’t blunted his senses.

    In second place and highly commended: Katey Pigden