Schroders
UK PLATFORM AWARDS 2025
About
2025 Winners
Charity

Winners 2025

Past Winners:

  • Leading platform journalist

    Winner: Victoria Bell

    Sponsored by SS&C

    Runner up and highly commended:Sahar Nazir

  • The award for best platform service

    Winner: True Potential

    Sponsored by Saturn

    Runner up: Fundment

  • Leading investment research, ratings and data provider

    Winner: Morningstar

    Sponsored by Aviva

    Runner up: Dynamic Planner

  • Best Platform provider AUM up to £40 billion

    Winner: Fundment

    Sponsored by Bravura

    Runner up: True Potential

  • Best Platform provider AUM over £40 billion

    Winner: Quilter

    Sponsored by Winterflood Business Services

    Runner up: Transact

  • Leading Platform for model portfolio services

    Winner: Aviva Platform

    Sponsored by FE fundinfo

    Runner up: Quilter

  • Best strategic platform partner

    Winner: BNY Pershing

    Sponsored by Scottish Widows

    Highly commended: Winterflood Business Services

  • Best institutional platform

    Winner: Allfunds

    Sponsored by Calastone

    Runner up: Saxo

  • Leading platform for discretionary management

    Winner: Quilter

    Sponsored by Professional Adviser

    Runner up: Transact

  • Best Wealth management platform

    Winner: Benchmark Capital

    Sponsored by Dunstan Thomas

    In second place: Quilter

  • Leading innovation in workplace solutions

    Winner: Meet Mylo from Aegon

    Sponsored by Ortec Finance

    Runner up: EV and Mercer partnership

  • Leading innovation award

    Winner: Advisory AI

    Sponsored by SAXO

    Runner up: Investor Compass Suitability Software Solution from Oxford Risk

  • Leading planning tool provider

    Winner: Dynamic Planner

    Sponsored by Fundment

    Highly commended: OPAL by Ortec Finance

  • Leading retiremment proposition

    Winner: Fidelity Adviser Solutions

    Sponsored by Origo

    Runner up: Quilter

  • Leading Digital platform

    Winner: SS&C Hubwise

    Sponsored by Clearstream

    Runner up: P1

  • Best use of Platform technology

    Winner: Transact and Moneyinfo

    Sponsored by Altus

    Runner up: Aegon & GBST

  • Leading Adviser for sustainable investment

    Winner: EQ Investors

    Sponsored by Morningstar

  • Leading adviser practice (up to 10 advisers)

    Winner: Britannic Place Financial Management Ltd

    Sponsored by FNZ

    Runner up: Investment Quorum

  • Leading adviser business (over 10 advisers)

    Winner: Clifton Wealth Partnership Ltd

    Sponsored by Aegon

    Runner up: EQ Investors

  • Platform of the year 2025

    Winner: Quilter

    Sponsored by Schroders

    Runner up: Transact

    Third place: Aviva