Winners 2021
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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
