Schroders
UK PLATFORM AWARDS 2024
About
2024 Winners
Charity

Winners 2024

Past Winners:

  • Leading platform journalist

    Winner: Victoria Bell

    Sponsored by SS&C

  • Equisoft award for best platform service

    Winner: True Potential

    Sponsored by Equisoft

    Runner up: Fundment

  • Leading investment research, ratings and data provider

    Winner: FE fundinfo

    Sponsored by Aviva

    Runner up: Defaqto

  • Best Platform provider AUM up to £40 billion

    Winner: True Potential

    Sponsored by Bravura

    Runner up: Fundment

  • Best Platform provider AUM over £40 billion

    Winner: Transact

    Sponsored by WBS

    Runner up: Quilter

  • Leading Platform for model portfolio services

    Winner: Quilter

    Sponsored by FE fundinfo

    Runner up: abrdn

  • Best strategic platform partner

    Winner: BNY Pershing

    Sponsored by PA

    Highly commended: Winterflood Business Services

  • Best institutional platform

    Winner: Allfunds

    Sponsored by Calastone

    Runner up: Saxo

  • Leading platform for discretionary management

    Winner: Transact

    Sponsored by Nextwealth

    Runner up: Quilter

  • Best Wealth management platform

    Winner: Benchmark Capital

    Sponsored by Dunstan Thomas

    In second place: Quilter

  • Leading innovation in workplace solutions

    Winner: Aegon

    Sponsored by BNY Pershing

    Runner up: Royal London

  • Leading innovation award

    Winner: P1 Investment Services

    Sponsored by Allfunds

    Runner up: True Potential

    Third place: Model Office

  • Leading planning tool provider

    Winner: Dynamic Planner

    Sponsored by Fundment

    Highly commended: EV

  • Leading retiremment proposition

    Winner: Wealthtime

    Sponsored by Origo

    Runner up: Quilter

  • Leading Digital platform

    Winner: Ignition Advice

    Sponsored by Wavestone

    Runner up: SS&C

  • Best use of Platform technology

    Winner: Aegon & Pensions Lab

    Sponsored by Altus

    Runner up: Winterflood Business Services & Fundment

  • Leading Adviser for sustainable investment

    Winner: EQ Investors

    Sponsored by Nucleus

  • Leading Adviser practice

    Winner: Barwells Wealth

    Sponsored by FNZ

    Runner up: Lightside Financial Services

  • Leading Adviser business

    Winner: Clifton Wealth Partnership

    Sponsored by Aegon

    Runner up: EQ Investors

  • Platform of the year 2024

    Winner: Quilter

    Sponsored by Schroders

    Runner up: Transact

    Third place: Fidelity Adviser Solutions