Winners 2022
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Platform of the year - 2022
Winner: Parmenion
Sponsored by Schroders
The winner offers a really good platform with a clear identity, business model and they know who their customer is. They have achieved genuine innovation and have a programme of regular upgrades. They also have a strong corporate strategy on sustainability as well as being a long-time advocate and provider of sustainable portfolios
In second place: abrdn Wrap
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Leading adviser business
Winner: True Potential
Sponsored by Aegon
The winner is a strong business which reaches a wide audience. Their use of integrated technology has been a long-term ingredient of their proposition. They have an app, which employs both AI and nudge technology to personalise advice, helping clients achieve success against goals.
The winner runs on their own technology.
In second place: EQ Investors
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Leading adviser practice
Winner: Clifton Asset Management
Sponsored by FNZ
The winner has developed a well thought through and executed strategy. They appreciate that they had to start with a good technology base. Technology is built to support the workflows within the business. They continuously search for client feedback. They have succeeded in reducing friction between client advisers and administrator.
The winner runs on the Hubwise platform.
In second place: Investment Quorum
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Leading adviser for sustainable investment
Winner: EQ Investors
Sponsored by Morningstar
The winner was established on ethical and sustainable principles. Their directors and planners bleed sustainability. Their clients know exactly what they are signing up to. They offer three different propositions.
In second place: Thomas & Thomas
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Best use of platform technology
Winner: Raymond James and FINIO
Sponsored by Navos
Importantly, the winner solved a genuine challenge. Moreover, it feels like a genuine partnership. The judges liked quotes from named clients proving benefits, and the detailed roadmap.
In second place: Nucleus and Portfolio Metrix
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Leading digital platform
Winner: Moneyhub and SEI
Sponsored by Allfunds
It’s all about the engagement. Their ESG reporting is grounded in reality. They demonstrate a very clear understanding of what they wanted to achieve and demonstrated with data that they had achieved it.
In second place: Ignition Advice
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Leading Retirement proposition
Winner: 7 Investment Management
Sponsored by GBST
The winner has made the biggest progress in the market. They match investment, planning and reporting. A very well thought through proposition and clear interaction with investment proposition – combination of guaranteed income and drawdown is very compelling, especially in current market. Constant innovation and working on adviser feedback.
In second place: AJ Bell Investcentre
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Leading planning tool provider
Winner: Dynamic Planner
Sponsored by abrdn
Established in the marketplace; trying to constantly update themselves; score highly because of their support for hybrid advice; supported by good stats.
In second place: intelliflo
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Leading innovation award
Winner: Ignition Advice
Sponsored by Alpha
They are a disrupter. The winner is addressing a challenge that so many institutions have tried to address and have been able to demonstrate success – extending advice to a wider number of people with the potential to narrow the advice gap and offering consumers greater choice.
In second place:Timeline
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Best wealth management platform award
Winner: Benchmark Capital
Sponsored by Dunstan Thomas
They support both independence and technology. They are strong on ESG. They represent good value for money. A big chunk of their use-base are independent and have chosen to be there.
In second place: Quilter
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Leading platform for discretionary management
Winner: abrdn wrap
Sponsored by PEN a specialist management consultancy
The focus on technology and automation, linking financial planning and investment management. A broad and compelling product offering representing strong value for money.
In second place: 7 Investment management
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Leading innovation in workplace solutions
Winner: FNZ Impact
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: Multrees
Sponsored by Calastone
Reliable and flexible, a firm that has continued to grow and develop, bringing capabilities to a market that hasn’t seen them in the past.
In second place: Clearstream
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Best strategic partner
Winner: BNY Mellon||Pershing
Sponsored by Morningstar Wealth Platform
The most credible. As one of the judges said, “They look after stuff and do it well!”.
In second place: 7 Investment Management and FINIO
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Best Platform provider (AUM over £40bn)
Winner: abrdn wrap
Sponsored by Winterflood Business Services
In second place: AJ Bell Investcentre
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Best Platform provider (AUM up to £40 bn)
Winner: True Potential
Sponsored by Bravura
In second place: Parmenion
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Leading investment research, rating and data provider
Winner: FE fundinfo
Sponsored by Novia
In second place: Defaqto
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Leading platform for model portfolio services
Winner: Quilter
Sponsored by Transact
As judged by DFMs on criteria set by NextWealth
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The intelliflo award for best platform service
Winner: True Potential
Sponsored by intelliflo
Runner up: Parmenion
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Leading platform journalist
Winner: Katey Pigden
Sponsored by SS&C
Last year's runner up. She shows real knowledge and understanding of the sector. The judges particularly liked her article on the FNZ-GBST saga. The winner by a country mile.
Runner up: Momdou Musa Touray
